Monthly Archives: November 2024

New Chips on the Block: Nvidia’s Dow Debut

What It Means for Investors and the Future of the Dow Jones Industrial Average Index The Dow Jones Industrial Average (DJIA), or “The Dow,” is a popular and widely-followed stock market index, a core benchmark of investor sentiment and economic health. Understanding this 30-stock index is not static, each Dow Jones update reflects shifts in …

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Celebrating Client Partnerships and New Beginnings

A Recap of the Towerpoint Wealth Open House! Last week, we had the pleasure of opening our new doors to friends, clients, and colleagues for an unforgettable Open House event. Held at our new headquarters at 500 Capitol Mall, it was an occasion filled with camaraderie, laughter, great conversations, and the shared excitement of this new chapter in our journey together, with you. We are …

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The Fiduciary’s Role in Real Estate: Calculating ROI for Smarter Investments

Welcome to the Fall edition of Towerpoint Wealth’s Fiduciary Group’s Newsletter – Fiduciary Focus!  As fiduciaries, we recognize the importance of safeguarding our clients’ assets. Our goal is to equip you with the insights and tools you need to navigate the complexities of Trust Administration, Special Needs Planning, Conservatorships, and Estate Administrations with proper expertise …

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