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Welcome to the Halloween edition of Trending Today! While this spooky season is often about tricks, treats, and eerie surprises, when it comes to investing, the real question is whether your choices lead to tricks or treasure. In this article, we’ll explore the allure of owning gold and precious metals in your portfolio — assets …
Continue reading “Trick or Treat? Can GOLD Be Beat in 2024?”
Earlier this week we hosted a continuing education event for our Wealth Advisors focused on reverse mortgages. Featuring Scott Roseveare, President and Founder of Live Better Financial, the session explored key benefits and potential risks of reverse mortgages, equipping our advisors with deeper knowledge to better serve TPW clients. Scott shared valuable insights on how reverse …
Future-Proofing YOUR Wealth: TPW’s Key Takeaways from the FutureProof 2024 Wealth Management Festival! At Towerpoint Wealth, a cornerstone of our firm’s philosophy is continued professional development, growth, and innovation, and keeping our professional saw sharp. In that spirit, and in the interest of ensuring that we are delivering the highest level of counsel, planning, and …
Continue reading “What You Missed at Future Proof 2024: Innovative New Financial Trends”
