Proposed Tax Changes 2024: What Investors Should Know 08.23.2024

Harris vs. Trump: 2024’s Election TAX Impact on You! With only two and a half months separating us from the result of the upcoming 2024 US presidential election, it has become an exceedingly unnerving time for some investors. Proposed tax law changes and market sentiment related to the election can considerably impact the financial landscape, …

Towerpoint Wealth Featured on Sacramento Business Journal 08.16.2024

Our recent expansion has led to a Sacramento Business Journal feature of our firm! We evaluated seven different new physical office locations, but decided to stay in the BMO Tower at 500 Capitol Mall. We relocated from our original 2,900 square-foot space on the 10th floor to a larger and more technologically-advanced 5,200-square-foot office in …

What’s Next for ESG Investing? 5 Emerging Trends for Socially Responsible Investors 08.09.2024

If you have been paying attention to finance and politics over the past two years, you are probably aware that ESG (environmental, social, governance) investing has found itself in the political crosshairs, with debates intensifying over its impact on corporate governance and economic performance. Policymakers and stakeholders are scrutinizing the balance between ethical considerations and …