Towerpoint Wealth No Comments

TPW Representing at the 2022 Schwab IMPACT Conference! 11.04.2022

After two years of having to host the conference virtually, the 2022 Schwab IMPACT conference, aka the “World Series of Investment Conferences,“ is in full effect in Denver, CO!

Among the more than 5,000 invite-only attendees are our Director of Research and Analytics, Nathan Billigmeier, our Director of Tax and Financial Planning, Steve Pitchford, and our Partner, Wealth Advisor, Jonathan LaTurner (pictured above with Ric Edelman, founder of the Digital Assets Council of Financial Professionals and author of The Truth About Crypto).

From live keynote presentations from some of the biggest names in business, finance, wealth management, and politics, to intimate and interactive breakout sessions throughout the three-day event, the conference is truly a one-of-a-kind and fully-immersive experience. Here are three examples of the curriculum and topics that Nathan, Steve, and Jon have access to:

  • Housing Market Update: What You Need to Know to Advise Your Clients

Delve into today’s most important housing market trends and learn how to best advise clients who are investing in real estate.

Are you on top of current housing market trends that might affect your clients’ portfolios and their investing goals? Douglas Duncan will provide an overview of what’s happening in this market and share insights into topics such as current supply and demand, the future of mortgage interest rates, and upcoming regulations that may have an impact on consumers interested in purchasing real estate. Discover:

How to provide insights to clients asking about the right time to purchase real estate

Whether it’s appropriate to recommend that clients borrow money based on future interest rates

– How to advise clients on the most effective way to leverage credit for real estate transactions

  • A Macroeconomic Update with Jeffrey Gundlach

Gain insight from a renowned thinker about where global markets are headed and how you can discover opportunities and generate income.

Amid a shifting global economic landscape, just about anything—from a disappointing earnings report to the opaque comments of a central banker—can send tremors through the market, presenting a major challenge for investors seeking to maintain stable portfolios. In a moderated discussion, Jeffrey Gundlach will share his unconventional ideas about the state of global markets and central bank policy in a session and Q&A that will offer:

New ideas for investing in today’s market environment and opportunities to generate income

A deeper understanding about which sectors to avoid

A prediction about where interest rates may be headed this year

  • Killing Complexity: Why Simple Wins

Unproductive meetings, endless emails, and reports-for-the-sake of reporting aren’t part of the definition of meaningful work – they’re the result of complexity.  FutureThink CEO and Ted Talk veteran Lisa Bodell shows you how to foster a workplace where there’s time and space to innovate, allowing you to become your own chief simplification officer.  She’ll share the techniques the nimblest companies use to save time, eradicate rules, and boost productivity on the work that matters.  By eliminating complexity, you’ll increase customer trust, boost staff retention, and innovate more quickly.

The full IMPACT session catalog delineates just how robust, comprehensive, and in-depth IMPACT is, and we look forward to having Nathan, Steve, and Jon bring back a myriad of new ideas to help us better serve and counsel our clients, and to help Towerpoint Wealth operate in a more intelligent and streamlined fashion.

Towerpoint Wealth No Comments

The Continued Due Diligence of the Towerpoint Wealth Investment Committee 09.27.2022

Our Director of Research and Analytics and TPW Investment Committee member, Nathan Billigmeier, spent an productive hour-long meeting yesterday with Lance Oman, CFA and Chris Murphy, CIMA® of T. Rowe Price, discussing specific ideas and strategies to help Towerpoint Wealth help our clients:

1. Lessen the impact of rampant inflation and rising interest rates on our model client investment portfolios.
2. Reduce the income tax drag on our model portfolios.
3. Minimize expenses and costs of our portfolios.

We are fortunate to have such supportive and genuinely interested business partners here at Towerpoint Wealth, and will continue to be disciplined and diligent in doing everything we have control over to help our clients build wealth and protect wealth, regardless of the external political, market, and economic environment.

Towerpoint Wealth No Comments

Towerpoint and Terry Tomato! 08.17.2022

Our President, Joseph Eschleman, connected for a comprehensive financial review meeting earlier today with an excellent long-time client (and gardener), Terry Eager.

Terry and Joseph have worked together for many years (including a number of pre-Towerpoint Wealth years), and being the kind and thoughtful person he is, Terry will oftentimes bring the office a bundle of his gorgeous home grown tomatoes.

Terry Tomato, your nickname is well-earned!!

Towerpoint Wealth No Comments

Community Volunteer Day 07.19.2022

The entire Towerpoint Wealth Team came out on Community Volunteer Day to lend a hand to the American River Parkway Foundation program to clean up trash along Sacramento’s urban gem.

Spanning 23 miles and covering 4,800 acres, the Parkway is a mecca for outdoor enthusiasts and those looking to refresh themselves.

In 2021, more than 200 fires burned over 15% of the parkway. The Parkway in Peril program created by the Foundation aims to mitigate fire risk by cleaning up trash. Volunteers play an essential role in conservation of the parkway.

Guided by Alex Watson, the TPW team hauled out ~ 1,400 lbs. of old bicycles, couches, and what felt like a ton of plastic waste in sweltering temperatures.

Click below to watch an inspiring video where you can see the TPW Team all hard at work helping preserve this Sacramento treasure!

Towerpoint Wealth No Comments

Great Job Michelle! #500 Peleton Ride 07.20.2022

Perseverance is the name of the game for Michelle Venezia, TPW’s Client Service Specialist —in all ways! Getting stronger every day, she recently achieved milestone ride #500 on her Peloton bike. Woo hoo, keep up the good work Michelle!

Towerpoint Wealth No Comments

Keeping Uncle Sam at Bay over a Crisp Chardonnay! 06.23.2022

Our President, Joseph Eschleman, connected for a glass of wine with Catherine Tindall, CPA, to collaborate about tax minimization, portfolio and wealth management, the current state of the US economy, and the joys (and pains!) of running a small boutique advisory business. Her firm, Dominion Enterprise Services, is a specialty CPA firm that helps their clients maximize their COVID-19, business, and real estate tax credits. 

They agreed that sipping a crisp Chardonnay while sitting and talking inside at Revolution Wine on a 98 degree day was just what the doctor ordered! 

Catherine Tindall – Everything You Need To Know About Covid Tax Credits

Tax Credits Available For Business Owners” with Catherine Tindall & Skyler Kressin of Dominion

Towerpoint Wealth No Comments

TPW Marketing Meeting of the Minds! 06.9.2022

No time was wasted in introducing our new Marketing Specialist, Luis Barrera, to the rest of the Towerpoint Wealth marketing team (from left, President, Joseph Eschleman, Niki Dawson of TaylorMade Web Creations, Robin Martin of Two Songbirds Press, and Luis), and no better place to do so than at New Glory Brewing Eatery and Taproom in Granite Bay!

Luis, Joseph, Niki, and Robin spent more than an hour collaborating about TPW’s current efforts and new opportunities to connect with and help both current and new clients, and we look forward to leveraging Luis’ experience and skills in continuing to enhance the overall value and comprehensive wealth management service offering we provide to our clients.

Towerpoint Wealth No Comments

Our President, a MIT Grad??!! 05.18.2022

Our President, Joseph F. Eschleman, CIMA®, spent an intensive three days last week at the Massachusetts Institute of Technology, learning (and practicing) how to be a better leader and CEO as an invitee and participant in Dynasty Financial Partners’ Advisor-to-CEO program. 

Joe dove into a spectacular curriculum of experiential executive coursework on a variety of topics, including D&I, leadership, entrepreneurship, and strategic design thinking, as well as:

✅ Collective ambition

✅ Leadership and culture

✅ The longevity economy

✅ Adaptability quotient (AQ)

✅ Client experience and innovation

Our firm and, ultimately and most importantly our TPW clients will undoubtedly benefit from Joe’s growth as the President of Towerpoint Wealth, as we are already in process of beginning to integrate and apply a number of ideas and philosophies that Joe brought back from Boston!

Click here to see MIT Event Agenda

Click here to view see a video of the Visual White Board seen in picture below.

Joseph Eschleman visual white board