Kathleen Doler, senior writer for Investor’s Business Daily (IBD), recently published a front-page story in IBD about investing in 2022, how it humbled many investors and financial advisors, and what they did to protect their portfolios and their mental health this year.
Doler leaned on our Joseph Eschleman, for a number of insights about how Towerpoint Wealth helped clients avoid being overreactive this year, and also about the importance of systematic rebalancing.
Meet with us in person or virtually, as Sacramento financial advisor Joseph Eschleman, as well as certified financial planner Steve Pitchford, CPA, CFP®, and our entire Towerpoint Wealth team understand the financial concerns of those living in the greater Sacramento region.
