Towerpoint Wealth clients John and Yvette Haluck proudly toast the recent payoff of their mortgage, AND John’s retirement, as of December 31, 2018, with two glasses of bubbly! John, Yvette, congratulations to both of you, as we are pleased to have the opportunity to work side-by-side with you, helping you navigate your wealth management plan in accomplishing these two HUGE personal and financial milestones!
Sam Stovall, Chief Investment Strategist of U.S. Equity Strategy at CFRA, joined this week’s Towerpoint Wealth Investment Committee meeting to discuss his current outlook for the U.S. and global economy and financial markets. In addition to being a regular guest on CNBC, Bloomberg, and Wall Street Journal contributor, Sam is the Chairman of Standard and Poor’s Investment Policy Committee, and the author of two books, including The Seven Rules of Wall Street. We were honored to spend an hour hosting Sam and gleaning his insights, and will continue to look to proactively host guests of his stature for our regular TPW Investment Committee meetings.
Earlier this month, our Director of Tax and Financial Planning, Steve Pitchford, was a guest of George Grombacher’s Money Savage podcast. Steve and George spent 20 minutes discussing income tax minimization strategies associated with building and managing one’s investment portfolio. Noting the importance of focusing not on pre-tax returns, but instead on after-tax returns, Steve highlighted a number of strategies we use at Towerpoint Wealth to help clients reduce their obligation to Uncle Sam, and concurrently, maximize the after-tax growth of their portfolios.
The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. The views and opinions expressed by the hosts do not necessarily state or reflect those of Towerpoint Wealth, LLC and its management. The material discussed in the Podcast is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Towerpoint Wealth, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Towerpoint Wealth, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Towerpoint Wealth, LLC unless a client service agreement is in place.
New Artwork for TPW’s Lobby
A huge thank you to Frank Damiano for the original new piece of art, “Long Distance” 2018, 48″ x 48″, oil and collage on canvas. Our lobby looks great, and we could not be happier with the way it turned out!
We are extremely excited to welcome Raquel Jackson to the Towerpoint Wealth family as the firm’s new Client Service Specialist. Raquel comes to us from the Golden1, where she was a Member Relationship Specialist. Prior to her work at the Golden1, Raquel was the Marketing Director for Barbizon School of Modeling, and an Assistant Branch Manager at Westamerica Bank.
She is the proud mother of three girls, Zaida, 17, Zenia, 13, and Daijah, 2. Raquel enjoys spending her spare time with her family and friends.
We look forward to immediately enlisting Raquel’s experience, intelligence, and energy in further enhancing our “red-carpet” client service as Towerpoint Wealth’s strategic growth path continues. Welcome aboard, Raquel!
We had an absolute blast hosting 21 of our close clients and friends at the Towerpoint Wealth client appreciation / cooking demonstration last night! A big thank you to the staff of Mulvaney’s Building and Loan, and head honcho Patrick Mulvaney for helping to make the evening a very unique and special one for all of our guests!
Click HERE to see all of the photos from the event on our Facebook page.
Everyone at Towerpoint Wealth enjoyed a great day of giving back to the community a little through Habitat for Humanity of Greater Sacramento. We enjoyed some solid team-building, getting dirty while painting all day – fortunately it was not too hot and the weather cooperated! The North Sacramento home we worked on will be occupied in November by Anna Sokolova, a single mother working full time, who recently completed a degree in bio technology through night classes online.
Click HERE to see additional photos.
Cutting Through the Chaos
President Joseph Eschleman participated in a timely 2018 political update yesterday, led by Greg Valliere, Chief Global Strategist at Horizon Investments. Greg cut through the rhetoric and partisan maneuvering in this mid-term election year in leading a very productive discussion focusing on how Washington D.C. politics and policies affect the financial markets, and what we should make of the onslaught of Beltway news, tweets, and political posturing.