Dear Friends,

Fall has arrived (hopefully with Sacramento's oppressive summer heat wave firmly in the rear-view mirror), and still the 24 hour news cycle continues. A lot of significant things have occurred in just the past two weeks: Yom Kippur, Hugh Heffner RIP, NFL national anthem protests, the first day of fall, President Trump's UN speech and continued threats from Kim Jong Un and North Korea, Hurricane Maria and the Puerto Rican tragedy, Mexico City's 7.1 magnitude earthquake, and the 2017 Primetime Emmy Awards.


In this 9.29.2017 edition of Trending Today (Towerpoint Wealth’s re-branded bi-weekly newsletter), please note the following:

  • Our second downtown Lunch & Learn educational workshop (see photo below) was a hit! Sixteen guests joined us to listen to Christopher Sperry, lead muni bond portfolio manager from Franklin Templeton, do an excellent job of breaking down how California municipal bonds work, the risks of and opportunities within today's current muni bond marketplace, and also the general economic logic behind owning investments that pay federal and state tax-free income, especially in a high state income tax state like California.
  • We invite you to RSVP for Towerpoint Wealth's next L&L educational workshop on November 8, focusing on reducing investment expenses, featuring A.J. Rea from Blackrock:


  • Timely content for weekend reading (see content below):
  1. An excellent, easy-to-understand, and succinct NY Times article providing six charts that help outline the highlights of President Trump's new tax overhaul plan. 4 minutes
  2. A recently released and comprehensive bluepaper report from Morgan Stanley, discussing the current state of the electric vehicle (EV) industry, and why they think EV's will represent 80% (!) of global sales by 2050From 2 to 25 minutes
  3. With taxes being the theme this week, an all-too-funny cartoon.
  4. Steady progress continues at Towerpoint Wealth, with Wave 5 of our new client thank you boxes shipping on Thursday afternoon, as we thanked another 20 new clients for their confidence and loyalty.

The world continues to become a more complicated, twisted, and confusing place - call (916-405-9140) or email us ( with questions. We are here for you, and look forward to connecting with, helping, and being a direct and independent expert financial resource for each of you.


- Joseph and the Towerpoint Wealth team

TPW Favorite Articles
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The Trump administration on Wednesday released a broad outline of a plan to make major changes to the tax code. Many important details were left for Congress to hash out, including how t...
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The shift to electric vehicles is gaining pace as regulation pushes carmakers to reset their strategies. Battery costs are falling, the other hurdles look surmountable - Morgan Stanley no...
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TPW Jokes
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TPW Original Content
Steady progress continues, as wave five of TPW new client boxes went out yesterday - another 20 new clients now part of the Towerpoint Wealth family!
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