In addition to the venue (Music City!), the lineup of talent and the level of content was truly amazing at this year’s Dynasty Financial Partners Investments Forum. Our President, Joseph Eschleman, Partner, Wealth Advisor, Jonathan LaTurner, and Director of Research and Analytics, Nathan Billigmeier, all spent an enriching and enjoyable three days “sharpening their professional saws” at the conference.
A Fireside Keynote – with the 43rd Governor of Florida, Jeb Bush
Born to Lead – a CEO Breakfast with NBA Champion Avery Johnson
Entrepreneurs Building Transformative Companies– with Steve Case, America Online co-founder, and Chairman and CEO of the D.C.-based venture capital firm Revolution
Uncovering Investment Opportunities Around the Globe– with the legendary Howard Marks, co-Chairman of Oaktree Capital
Keynote with Daymond John – the entrepreneurial and life journey of FUBU’s founder and Shark Tank’s one and only!
A Conversation Like Any Other – with Jim Nantz, legendary CBS Sports commentator
Click below to see the full agenda of speakers, activities, and content that, in addition to some Music City fun during the evenings, kept Joseph, Jonathan, and Nathan moving for three days!!
Most of the Towerpoint Wealth team spent some time this morning prepping new backpacks full of #backtoschool supplies we purchased for low income and homeless students in the greater-Sacramento area.
Cheers and 👍 to Jesuit High School here in Sacramento for coordinating this program, as it is enjoyable to do little things like this to give back and help the community. ❤️
Part of the Towerpoint Wealth culture is to regularly volunteer as a work family and find opportunities to give back to our community.
Yesterday, in conjunction with the Cathedral of the Blessed Sacramento and with the help of Marilynn Fairgood, the Brown Bag Lunch program coordinator, we had an opportunity to assemble, and then distribute, sack lunches and other supplies to assist Sacramento’s homeless community. Unquestionably this was a fulfilling experience for everyone involved, as the sincere gratitude and appreciation we received was priceless.
KHOU-11– additional information on the Brown Bag Lunch program, and how to help and volunteer.
“Coming together is a beginning. Keeping together is progress. Working together is success.” -Henry Ford
We feel sincerely fortunate and grateful for the partnership our firm has with First Citizens Bank here in Sacramento (and Roseville and Folsom), as the talent, knowledge, products, and services that FCB offers helps us more deeply help our clients manage their ENTIRE personal balance sheet, in the interests of removing the hassle of properly coordinating all of their financial affairs.
A big thank you to Ty Gibney for inviting us to participate in FCBs financial educational workshop yesterday, and to our Partner, Sacramento Wealth Advisor, Jonathan LaTurner, for hosting everyone at The Sutter Club! It was a thoughtful and well-assembled event, and in the interests of maintaining and growing the comprehensiveness of the service offering our wealth management clients require, we look forward to maintaining and deepening our partnership with FCB for many years to follow. 🙏
Click below to RSVP to this 30-minute educational webinar, in which Christopher King will discuss the question: “Bitcoin – what is it?” as well as how cryptocurrencies and digital currencies can play an important complementary role within a properly-diversified investment portfolio.
ESG (Environmental, Social, and Governance), sustainable, and responsible investing have evolved from a peripheral and misunderstood investment concept to a mainstream philosophy that now includes more than 500 sustainability-focused index funds amounting to more than $250 billion of U.S. investment assets. As more and more retail investors begin to understand and recognize their ability to have their investments and portfolio mirror their personal values, ESG and sustainable investing is no longer a “trend,” and instead can now be classified as a full-blown movement.
At Towerpoint Wealth, we embrace our responsibility to continually refine and improve how we serve our clients, and have cultivated a comprehensive firmwide ESG and sustainable investing initiative that has expanded in lockstep with the expansion of sustainable and responsible investing. At the forefront of this initiative is our partnership with Ethic Investments, a technology-driven asset manager that powers the creation of sustainable investment portfolios, building ESG-customized separately managed accounts (SMAs) for Towerpoint Wealth clients that are optimized to 1.) track the market, 2.) align with our clients’ strategic investment allocations, and 3.) align with a specific set of sustainability and ESG criteria.
Click HERE to review Towerpoint Wealth’s sustainability pillars, and click below to watch a succinct 15 minute conversation between our President, Joseph Eschleman, and Ethic co-founder Jay Lipman, as they discuss:
What is ESG, sustainable, and responsible investing
Why demand for ESG, sustainable, and responsible investing has exploded over just the past 18 months
Why returns and growth no longer need to be sacrificed when utilizing and implementing an ESG and sustainable investment philosophy
Why utilizing a customized SMA is a much more effective way to develop and implement a inclusionary and exclusionary ESG-focused portfolio, as opposed to an ESG ETF or open-end mutual fund
How the pandemic and COVID-19 accelerated the growth and focus on ESG investing
What the future of ESG, sustainable, and responsible investing looks like
Click HERE to request our free white paper on sustainable investing, or to begin a conversation with us about how to align your portfolio with your personal values.
Professional networking actually happening in person!
💯 The reason why we feel at Towerpoint Wealth that First Citizens Bank is the *best* local bank in the greater-Sacramento area is because of their talent. 💯
Ty and Daiana truly are two of the best bankers in town, and we feel fortunate to not only be a client of FCB, but also to have them as a partner as we work to help our clients remove the hassle of properly coordinating all of their financial affairs.
Click below to watch our President, Joseph Eschleman, outline how & where YOU might qualify for this stimulus.
American Rescue Plan
Another Stimulus Bill Passed: What That Means for You
Wondering how the most recent federal stimulus bill passed by President Biden might benefit you? Hear what the President of Towerpoint Wealth has to say …
There have now been three rounds of stimulus legislated by the United States government in the ongoing effort to provide economic relief to Americans. During the coronavirus pandemic, financial support initially came in the form of an impressive $2.2 trillion Cares Act passed in March of last year. We then witnessed the passage of the Consolidated Appropriations Act this past December, which included another nine hundred billion dollars in COVID-19 stimulus relief.
However, our federal government felt that neither of these packages provided enough economic relief. And in one of his first major moves in office, President Biden signed the $1.9 trillion American Rescue Plan Act just last month. What can be found in this latest stimulus package? And more importantly, how might you benefit from it?
Unemployment Benefits
In addition to what your state pays, President Biden’s $1.9 trillion relief package extends federal unemployment benefits until September 6th, 2021 for an additional $300 per week. The extension of unemployment benefits delivers direct relief to millions of Americans who have lost their jobs in the wake of COVID-19. In addition to the extension, the stimulus package also includes improvements to the unemployment insurance system and additional funding for OSHA to ensure workers’ safety.
Paycheck Protection Program
Many believe that small businesses are the heart of the United States economic engine. In that vein, direct economic support for small businesses was included in the stimulus bill via new funding for the paycheck protection program, commonly known as PTP. This stimulus is directed specifically at our nation’s more than 30 million small businesses, “mom-and-pop” outfits, and nonprofits that provide essential services for our everyday lives. If you own a small business or help to operate a non-profit, it is important that you look into a potentially forgivable paycheck protection program loan.
Stimulus Checks
Eligible American taxpayers will receive direct stimulus payments of $1,400, while families with children will also receive $1,400 per dependent. There are earned income phaseouts for this latest round of direct stimulus, so be sure to check with your CPA or tax advisor to see if you qualify for the child tax credit. Previously, the Child Tax Credit offered eligible families a two thousand dollar tax credit per child under the age of 17.
With the changes made under the new American Rescue Plan Act, the child tax credit is temporarily expanding for 2021. Eligible families may now receive up to $3,600 for children five or under, and up to $3,000 for children aged six to seventeen.
More Testing & Vaccinations
The American Rescue Plan Act also provides $66 billion for COVID-19 vaccination distribution and testing and $360 billion for state and local government assistance. Another $510 million is included for FEMA emergency food and shelter programs that support the homeless and struggling families with shelter and meals, as well as direct rent, mortgage and utilities assistance.
Is your head spinning yet? Too many zeros making your eyes glaze over? Reach out to our experts at Towerpoint Wealth on Facebook, LinkedIn or Instagram. We’ll walk you through how we can help you eliminate the hassle of figuring it all out, and what kind of relief you might qualify for.
Recently, our President, Joseph F. Eschleman, sat down at Old Soul Co. for a cup of coffee with 33-year-veterean real estate agent Brian Kassis, of RE/MAX Gold, sharing an in-depth discussion about the current and future status of the “ridiculously hot” Sacramento real estate market. In their conversation, Brian and Joseph covered a myriad of different current topics and issues, answering the following questions:
