Is It Smarter to Pay Down My Debt or Invest Extra Cash? A Strategic Guide for High-Net-Worth Individuals
Understanding the type of debt you’re carrying is essential. Not all debt is bad. Mortgages, federal student loans, and small business loans with low interest rates are often considered good debt because they help build assets or support income growth. On the other hand, credit card debt, payday loans, and other high interest debt can work against your financial goals. These debts grow quickly and offer no long-term value.
How Much Should I Keep in Cash vs Investing It?
Liquidity refers to how quickly and easily you can access your money without losing value. Cash, savings accounts, and checking accounts are considered fully liquid, offering quick access for everyday expenses, emergencies, and short-term needs. These tools give you financial flexibility when life’s surprises occur.
Second Homes and a Softening Housing Market: What Affluent Buyers Need to Know in 2026
For the past several years, even higher-income households have found themselves asking a question they may not have expected a decade ago: “Will I ever be able to buy a home?”
How Do I Protect My Money From Inflation? Proven Strategies for Preserving Wealth
In this guide we explore the most effective, research‑backed ways to preserve value, outpace inflation, and build a resilient, diversified investment portfolio tailored to long-term goals.
Am I On Track for Retirement? A High-Net-Worth Guide to Financial Readiness
Being on track for retirement means having the financial stability to maintain your lifestyle after you stop working. It involves aligning your retirement budget with your retirement income and managing your investments, taxes, and expenses with discipline and foresight.
What Is Tax Lien Investing? A Comprehensive Guide For Wealth‑Minded Investors
A tax lien is a legal claim by the government against the property until the unpaid property taxes and associated tax debt are resolved.
What Is a Fiduciary Financial Advisor? Why It Matters More Than Ever in 2025
A fiduciary financial advisor is a professional who is legally obligated to act in the best interests of their clients.
Charitable Giving: How to Make the Most Tax Impact This Holiday Season
In this Thanksgiving edition of Trending Today, we’ll walk through a number of charitable giving strategies that can help you make a bigger impact, potentially reduce your tax bill, and integrate generosity AND tax efficiency into your broader financial and retirement plan.
Tactical vs Strategic Asset Allocation
Which Approach Builds Long‑Term Wealth? In today’s unpredictable financial markets and stock market environments, investors face a clear question: should you rely on a long term investing strategy or should
What Is Strategic Asset Allocation?
Understanding Strategic Asset Allocation Strategic asset allocation refers to a long‑term investment strategy in which an investor defines target allocations across various asset classes such as equities, fixed income, cash, alternative investments,
Time, Not Timing: Why Longer-Term Investing Wins
Many investors dream of perfect timing — buying right before the market soars, and selling just before it dips. However, oftentimes, investors do the opposite. In theory, market timing is
What Does a Diversified Portfolio Example Look Like? A Comprehensive Example for 2025
Why Diversification Matters More Than Ever Building and maintaining a well diversified portfolio is one of the most important strategies for long term growth, wealth preservation, and confidence in the face of
What Is a Cash Balance Retirement Plan?
A Strategic Tool for High‑Earning Professionals and Business Owners For business owners, high‑net‑worth individuals, and professionals facing the limits of traditional retirement savings, understanding what is a cash balance retirement
Avoid Financial Frights this Halloween: Your Q4 Year-End Financial Checklist
October might be the season for ghosts and goblins — but when it comes to your finances, the only thing scarier than Halloween decorations is heading into year-end unprepared. Between
What Is the 7% Rule for Retirement and Is It Safe?
Rethinking Retirement Withdrawal Strategies in 2025 Planning for retirement is no longer just about building wealth, it’s about protecting it and using it wisely. With retirement lasting longer than ever
Is It Smarter to Pay Down My Debt or Invest Extra Cash? A Strategic Guide for High-Net-Worth Individuals
Understanding the type of debt you’re carrying is essential. Not all debt is bad. Mortgages, federal student loans, and small business loans with low interest rates are often considered good debt because they help build assets or support income growth. On the other hand, credit card debt, payday loans, and other high interest debt can work against your financial goals. These debts grow quickly and offer no long-term value.
How Much Should I Keep in Cash vs Investing It?
Liquidity refers to how quickly and easily you can access your money without losing value. Cash, savings accounts, and checking accounts are considered fully liquid, offering quick access for everyday expenses, emergencies, and short-term needs. These tools give you financial flexibility when life’s surprises occur.
What Is Tax Lien Investing? A Comprehensive Guide For Wealth‑Minded Investors
A tax lien is a legal claim by the government against the property until the unpaid property taxes and associated tax debt are resolved.
How to Apply for Social Security Benefits at Age 62: A Detailed Guide to Early Retirement Benefits
Applying for Social Security retirement benefits at age 62 is a major decision with long‑lasting consequences. In this guide we explain how to apply for social security benefits at age
Is $2 Million Enough to Retire? 5 Steps to Retiring with $2 Million
As you build your retirement nest egg, you’re probably wondering if you have enough set aside to fund the lifestyle you crave in your “golden years”. You’ve worked your entire
How a Financial Advisor Helps You Protect and Grow Net Worth 07.07.2024
Building and Protecting Personal Net WorthEmotional Awareness – Strike a Balance between Life Now and Planning for LaterFinancial Advisor vs Financial PlannerFind a Financial Advisor Who Will Understand Your Specific
What is an RSU? | Restricted Stock Units, RSUs and Stock Options
Updated November 2024. Restricted Stock Units (RSUs) can be a significant component of an employee’s compensation package. But what is an RSU package? Do you have an RSU strategy? How
Real Estate Investing From Properties to Profits, Part One 01.25.2024
From Properties to Profits: Part One Mastering Taxes as a Real Estate Investing Pro!AUTHOR: MEGAN M. MILLER, EA, Associate Wealth Advisor, Towerpoint Wealth MEGAN M. MILLER, EA With a bachelor’s
Maximizing an Inheritance Estate Planning 01.21.2024
Navigating the Tax Laws to Maximize | Your Beneficiary’s Inheritance | Comprehensive Estate Planning When most individuals are establishing an estate plan, they generally only think about the tax consequences
What Estate Planning Documents Do I Need? 01.21.2024
Estate planning documents specify how you want your assets distributed upon incapacity or death. The collection of these documents together is called an Estate Plan. Some people don’t believe they
There ARE Solutions for Required Minimum Distributions, RMD! 03.12.2024
By: Steve Pitchford, CPA, CFP®, Director of Tax and Financial Planning Dreading a Required Minimum Distribution, or RMD, from a retirement account? No doubt, it’s because of T-A-X-E-S. RMDs can
Control Investment Costs and Minimize Taxes to Keep Your Money 04.19.2023
Manage Costs and Investment ExpensesInvestment costs and fees add up, but can be minimizedUtilize Tax Minimization Strategies You can count on steady headwinds from investment costs and fees – and
Six Strategies to Optimize Your Charitable Intentions 04.13.2021
By: Steve Pitchford, Director of Tax and Financial Planning and Matt Regan, Wealth AdvisorPublished: April 13, 2021 updated October 22, 2021 Most individuals who are philanthropically inclined usually just take
Is Your 401(k) in Disarray 03.29.2021
As a small business owner, we know that you are an “around the clock” grinder, with a myriad of responsibilities that often supersede the core responsibilities you have to the
The Frustrations of Tax Form 1099 : TPW Guide 05.20.2023
It’s Tax Time | What is the Form 1099? What exactly is a Form 1099, why can they be so frustrating to process, and how do you manage the problem
What Is a Fiduciary Financial Advisor? Why It Matters More Than Ever in 2025
A fiduciary financial advisor is a professional who is legally obligated to act in the best interests of their clients.
Fall 2025: Fiduciary Insights on the One Big Beautiful Bill & Client Protection Strategies
Welcome to the Fall 2025 edition of Towerpoint Wealth’s Fiduciary Group Newsletter, Fiduciary Focus! We hope you find this newsletter both informative and empowering as you continue to uphold the highest standards of fiduciary care.
Summer 2025: Navigating Volatility with Strategy and Stability
As we enter the second half of the year, this edition focuses on timely developments—including the market reaction to new tariffs, core principles of tax-efficient investing, and insights to support you in managing complexity with confidence.
The Secure Act Impact on Inherited IRAs: 5 Things Every Fiduciary Must Know
Welcome to our 2025 edition of Fiduciary Focus! In this issue, we’re going to dive into the new Inherited IRA & Required Minimum Distribution (RMD) rules under SECURE Act 2.0 and their implications for fiduciaries managing trusts.
The Fiduciary’s Role in Real Estate: Calculating ROI for Smarter Investments
Welcome to the Fall edition of Towerpoint Wealth’s Fiduciary Group’s Newsletter – Fiduciary Focus! As fiduciaries, we recognize the importance of safeguarding our clients’ assets. Our goal is to equip
Considering the Effects of Inflation and Deflation 08.02.2024
Welcome to the second edition of Towerpoint Wealth’s Fiduciary Group’s Newsletter – Fiduciary Focus! As we are also held to a fiduciary standard, we understand the weight of our
Your Essential Newsletter for Trust Administration and More 04.10.2024
Introducing Fiduciary Focus, Towerpoint Wealth’s new newsletter for the fiduciary community. Welcome to the first edition of Towerpoint Wealth’s Fiduciary Group’s Newsletter – Fiduciary Focus. Our growing team is excited to
6 Smart Tax Moves To Make Before Filing Your Taxes
Our latest episode “6 Smart Tax Moves To Make Before Filing Your Taxes” is designed to help you take charge of your financial future this tax season. In this episode, host Joseph Eschleman, CIMA®, President of Towerpoint Wealth,
Stewards of Integrity: The Vital Role of Private Professional Fiduciaries
In this episode of A Wealth of Knowledge, we shine a spotlight on the vital and multifaceted role of private professional fiduciaries. Hosted by Joseph Eschleman, President of Towerpoint Wealth, this episode features
Navigating the 2024 Tax Season: Your Top 6 Questions, Answered! Season 2, Episode 1
Welcome to the Season 2 premiere of “A Wealth of Knowledge,” where we’re plunging into the depths of wealth management to equip you with indispensable guidance and expertise for safeguarding
Why T-Bills May Be Better than CDs! Season 1, Episode 5
Dive Deeper: Treasury Bills vs. Certificates of Deposit in an all new episode of @twrpointwealth “A Wealth of Knowledge” Podcast – Join President Joseph and special guest advisor @jlattt in this episode as they
Reducing the Necessary Evils of Investing: Expenses and Taxes Season 1, Episode 4
In this episode, our President, Joseph Eschleman, CIMA®, and our Director of Tax and Financial Planning, Steve Pitchford, CPA, CFP®, as they unravel the complexities of managing and reducing the “necessary evils” of
9 Tax Strategies Real Estate Investors Wish They Had Known Season 1, Episode 3
In this episode Megan Miller and Joseoh Eschleman talk about the 9 tax strategies real estate investors must know. As Towerpoint Wealth’s President and founder, Joseph provides customized financial planning
Real estate market in Sacramento Season 1, Episode 2
My what a difference 18 months makes! Do you own real estate in the greater Sacramento area? Recently bought a home here? Or, just thinking about buying or selling real
Economy in Recession? Season 1, Episode 1
Economy in Recession? Five specific strategies to help you recession-proof your portfolio LISTEN NOW! Economy in Recession? | Five specific strategies to help you recession proof your portfolio Is the
How Do I Protect My Money From Inflation? Proven Strategies for Preserving Wealth
In this guide we explore the most effective, research‑backed ways to preserve value, outpace inflation, and build a resilient, diversified investment portfolio tailored to long-term goals.
Am I On Track for Retirement? A High-Net-Worth Guide to Financial Readiness
Being on track for retirement means having the financial stability to maintain your lifestyle after you stop working. It involves aligning your retirement budget with your retirement income and managing your investments, taxes, and expenses with discipline and foresight.
6 Smart Tax Moves to Make Before Filing Your Taxes
Tax season is fast approaching, and if you’re aiming to reduce your obligation to Uncle Sam in 2025, now is the time to get informed and take action. In our latest A Wealth of Knowledge podcast, we explore “6 Smart Tax Moves to Make Before Filing Your Taxes.”
What Is Happening With The Social Security Fairness Act?
The Social Security Fairness Act (SSFA) was signed into law by President Biden on January 5, 2025. This eliminates the “Windfall Elimination Provision” (WEP) and the “Government Pension Offset” (GPO)
Building Bright Futures: Top 4 College Savings Plans to Consider
Planning for your child’s college education can feel overwhelming—but it doesn’t have to be! With tuition costs climbing every year, and limited access to financial aid, having a solid savings
Our Latest Podcast Episode – Exploring the World of Private Professional Fiduciaries
In our latest episode of “A Wealth of Knowledge“, Towerpoint Wealth’s original podcast, we dive into the intricate world of private professional fiduciaries. These trusted professionals play a critical part
How Does the U.S. Tax Burden Stack Up? 06.27.2024
The comparative tax burdens between the United States and several other advanced economies. The central message highlights that the U.S. has a significantly lower tax burden, with total tax revenue
Maximize stock compensation and RSU selling strategy video 06.07.2024
Compensation packages for directors, VPs, software engineers, or other employees of technology based firms almost always contain restricted stock units, or RSUs. If you own RSUs, you may be asking
Will you have enough money to retire? 05.03.2024
4 Reasons You Might Fall Short of Your Retirement Plan When you find yourself daydreaming about retirement, does your dream retirement entail traveling the world? Dedicating time to beloved hobbies?
20 Common Investing Mistakes 12.06.2023
Understanding that the world of investing and wealth-building is filled with opportunity, not only for growth but also for errors, at Towerpoint Wealth we believe our role is to raise
Money in T-Bills or CDs | Which is better: T-Bills or CDs? 10.19.2023
Compare Treasury bill —T-bill— rates with bank CD best rates. T-bill rates today are often as competitive, and oftentimes more competitive, than the interest rates offered on CDs. But this
FIRE Investing for Financial Independence! 08.21.2023
Empower yourself with this strategy for financial independence, early retirement, and peace of mind. More than a hot trend, FIRE investing principles have been guiding wealthy, independent people towards financial independence
Is $2 Million Enough to Retire 06.04.2023
A 2020 survey from Schwab Retirement Plan Services found that the average worker expects to need roughly $1.9 million to retire comfortably. Is $2 million enough to retire? Is retiring with 2 million
Six Questions to Ask When Hiring a Financial Advisor 05.05.2023
Are you on the hunt for a high-quality financial advisor? There are (literally) thousands of people who hold themselves out as financial advisors just in California alone! How can you
West Sacramento Real Estate Investment Meet Up 04.15.2023
Most investors know, exposure to real estate in a financial portfolio provides opportunities to grow net worth. In America, there are basically two tax systems: one for those in the
Towerpoint Wealth Featured on Sacramento Business Journal 08.16.2024
Our recent expansion has led to a Sacramento Business Journal feature of our firm! We evaluated seven different new physical office locations, but decided to stay in the BMO Tower
Maximizing Your ROI: A Guide for Real Estate Investors 08.14.2024
Real estate ROI, or return on investment, measures the profit earned on a real estate investment after all costs of the investment are deducted. Your real estate ROI is a
Is Crypto Worth Investing In? 05.23.2023
Did you see Joseph Eschleman, CIMA® on ABC10 last night??!! ???? Lora Painter interviewed our President about “The Truth about Crypto” and how it can be considered as a potentially complementary part of a #properlydiversified investment portfolio.
Do you need to pay taxes on money given to you in a will? 03.20.2023
Towerpoint Wealth’s President, Joseph Eschleman, was the go-to financial expert on ABC10 News’ March 20 feature story. A guest on ABC10’s Dollars and Sense segment, Joseph explained the four different taxes people need to be
Investing 2022: Painful or Profitable? 12.19.2022
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
President Joseph Eschleman Discusses the 2022 Midterm Elections on ABC10 11.8.2022
Connecting with ABC10 evening anchor Lora Painter for a productive interview ahead of the 2022 midterm elections, Joseph weighed in last night with some key points and considerations, specifically touching
Towerpoint Wealth’s President featured on ABC10 10.13.2022
Our President, Joseph Eschleman, was featured last night in evening anchor Lora Painter’s story on ABC10’s 11 p.m. news! Joe discussed with Lora the *big* announcement made yesterday by the
Where to stash your cash 07.21.2022
Holding and intelligently divesting cash during a market rough patch has both pros and cons — evaluating these risk/return tradeoffs are even more challenging with rampant inflation just another issue
Towerpoint Wealth’s President Featured in the Sacramento Bee 06.29.2022
Our President, Joseph Eschleman dove into a number of specific opportunities and valuable money-saving tips to navigate today’s inflationary environment with Sacramento Bee reporter Hanh Truong, in her recent article: “Should You Keep Cash On
Towerpoint Wealth’s President featured in Investor’s Business Daily 06.24.2022
In an unsettled world where stock prices are declining and uncertainty is rising, many fear an economy in recession here in the United States. While recession is by no means
Leading by Example with Joe Eschleman – LifeBlood Podcast 04.18.2022
Described as “a human wellbeing and flourishing podcast,” LifeBlood is released daily and features a myriad of different professionals and subject matter experts. Produced and hosted from Scottsdale, AZ by George Grombacher, our
President Joseph Eschleman Featured in Financial Advisor IQ Magazine 02.25.2022
Our President, Joseph F. Eschleman, CIMA®, was recently profiled in Financial Advisor IQ’s February 25 article discussing what clients need to know about Russia’s invasion of Ukraine, the impact these developments may have
Joseph Eschleman, CIMA®Heart 2 Biz Podcast 09.23.2021
Our President, Joseph Eschleman, was the featured guest on Laurel Sagen and Shasta Escalante’s Heart 2 Biz podcast earlier this month. Heart 2 Biz is a weekly podcast focused on
Five Things I Wish Someone Told Me Before I Became A Founder 02.12.2021
Our President, Joseph F. Eschleman, CIMA®, was interviewed by Candice Georgiadis, a contributing writer to Authority Magazine, as part of her series about leadership lessons of accomplished business leaders. Joseph’s
Towerpoint Wealth’s President Featured in Financial Advisor IQ Magazine
Our President, Joseph F. Eschleman, CIMA®, was profiled in Financial Advisor IQ’s October issue, discussing how the proper use of social media helps independent wealth management firms, and individual advisors, to establish thought
Did Biden Sign the Social Security Fairness Act? What It Means for Public Employees and Retirees in 2025
The Social Security Fairness Act (H.R. 82) was enacted into law on January 5, 2025 when President Joe Biden signed the Fairness Act into law at the White House. That answered the question, “did Biden sign the Social Security Fairness Act,” with a resounding yes.
The Tariff Tantrum and the Benefits of Bonds
At Towerpoint Wealth, what we do know is this: uncertainty tends to push investors toward safety. And fortunately, if you are a client of the firm, you have a significant “dose” of defensive assets comprising your portfolio.
Trade Wars, Tariffs, and Navigating Market Risk
Recent news on tariffs and government job cuts has raised concerns about a possible trade war, resulting in a market pullback with the Nasdaq now near correction territory. While market swings are never pleasant, we believe it’s important to maintain perspective, especially when it comes to your long-term financial goals.
Health Care & Your Retirement: Key Takeaways from Our Live Webinar
During this comprehensive workshop, we tackled the most pressing concerns about health care both before and during retirement, providing expert guidance to help you make informed decisions. Here’s a breakdown of what was discussed:
The California Los Angeles Fires: A Community Call to Action
The recent fires in Los Angeles have highlighted the devastating toll wildfires can take on our communities. At Towerpoint Wealth, these fires have hit especially close to home. Our Advisor
Celebrating Client Partnerships and New Beginnings
A Recap of the Towerpoint Wealth Open House! Last week, we had the pleasure of opening our new doors to friends, clients, and colleagues for an unforgettable Open House event. Held at our new headquarters at
TPW Getting Our Learn On!
Earlier this week we hosted a continuing education event for our Wealth Advisors focused on reverse mortgages. Featuring Scott Roseveare, President and Founder of Live Better Financial, the session explored key
Exploring the Future of Wealth at FutureProof Festival 09.16.2024
Our Partner, Wealth Advisor, Jonathan LaTurner, and Director of Research and Operations, Nathan Billigmeier, are attending FutureProof, the world’s largest wealth management “festival,” in Huntington Beach, where they are already immersed
Shriners Children’s Northern California Community Day 06.21.2024
Sweet moments and even sweeter smiles! Our Towerpoint Wealth team enjoyed a fulfilling Community Day at Shriners Children’s Northern California yesterday afternoon. We hosted a 90 minute ice cream/arts and crafts social, helping
Front Street Animal Shelter Community Day 12.19.2023
Last week, the Towerpoint Wealth team carved out a full morning to dedicate some time (and a little grit and elbow grease) to support the Front Street Animal Shelter’s Pet Food Pantry program.
Thank you and Merry Christmas, Ascent Builders! 12.12.2023
In the spirit of enduring partnership, Scott Kelly and Patty McElwain stopped by the Towerpoint Wealth headquarters yesterday to drop off their MUCH-anticipated Christmas wreath! This emblematic gesture not only
Building the Future at TPW! 11.15.2023
Earlier this week, our President, Joseph Eschleman, and Partner, Jonathan LaTurner (seen above, waving!) explored the perfect furnishings for our new office space, set to elevate our new workspace in
Luis Barrera Attends the 2023 Digital Summit in San Diego 10.27.2023
Our Marketing Specialist, Luis Barrera is taking San Diego by storm at the Digital Summit. We are happy to support Luis’ journey of learning new marketing skills, expanding his marketing
TPW Webinar: AI Decoded: Unlocking the Secrets of Artificial Intelligence! 11.06.2023
Everyone is talking about Artificial Intelligence (AI). What is the AI question top of your mind? In today’s rapidly evolving tech landscape, the AI user experience affects everything we do.
Second Homes and a Softening Housing Market: What Affluent Buyers Need to Know in 2026
For the past several years, even higher-income households have found themselves asking a question they may not have expected a decade ago: “Will I ever be able to buy a home?”
Charitable Giving: How to Make the Most Tax Impact This Holiday Season
In this Thanksgiving edition of Trending Today, we’ll walk through a number of charitable giving strategies that can help you make a bigger impact, potentially reduce your tax bill, and integrate generosity AND tax efficiency into your broader financial and retirement plan.
Time, Not Timing: Why Longer-Term Investing Wins
Many investors dream of perfect timing — buying right before the market soars, and selling just before it dips. However, oftentimes, investors do the opposite. In theory, market timing is
The Hidden Cost of Holding Too Much Cash: How Cash Drag Can Erode Your Wealth
In this article, we’ll discuss the hidden costs of holding cash, why excess liquidity often works against you, and how a thoughtful cash flow management strategy can strike the right balance between peace of mind and portfolio growth.
A Financial FESTIVAL? Future Proof 2025 Takeaways for Advisors and Investors
Every year, thousands of financial professionals gather at what has quickly become one of the most talked-about events in wealth management: the Future Proof Festival in Huntington Beach, CA. And
What Changes Are Coming to Social Security in 2025: What You Need to Know
In this article we explain the most important updates, what to watch, and how to adjust your planning.
The One Big Beautiful Bill Act (OBBBA): What Investors Need to Know
As we’re sure you’ve heard, in July 2025, Congress passed what’s being called the One Big Beautiful Bill Act — or OBBBA for short. At nearly 1,000 pages, this legislation
Trump’s Tariffs in Effect: What Tariffs on Imports Mean for Everyday Americans and Investors
It’s official. As of this month, tariffs on imports are officially in effect — and while that may sound like a headline for economists or politicians, the reality may hit
The Great Wealth Transfer: How to Prepare for the $84 Trillion Intergenerational Shift
In this article, we’ll talk about why the great wealth transfer is such a big deal, the most common mistakes families make, and how fiduciary planning can help ensure your family’s wealth doesn’t just survive the transition, but grows stronger because of it.
Your Estate Planning Checklist: 10 Steps to Avoid Common Estate Planning Pitfalls
Contrary to popular belief, estate planning is NOT just about what happens after you’re gone. It’s about making sure your wealth, values, and intentions are both documented and protected —
How to Plan for Longevity Risk in Retirement
Most people dream of a long, fulfilling retirement. But what if living longer, a gift in many ways, quietly puts your financial future at risk? At Towerpoint Wealth, we believe
The Psychology of Market Cycles: Why Investors Buy High and Sell Low
When it comes to investing, the goal is simple: buy low, sell high. But as any experienced investor knows, the reality can be far more complicated. Despite having access to
Is Crypto the Future of Wealth? What Every Investor Should Know About Digital Assets
There’s no question that digital assets have captured the spotlight — and not just among tech enthusiasts. Over the past several years, investors have increasingly explored investing in crypto and blockchain-based innovations.
But what’s driving the interest?
Warren Buffett Is Stepping Down… But His Greatest Lesson Is About You
After more than six decades at the helm of Berkshire Hathaway, one of the most influential investors in history is officially passing the torch. But while headlines focus on not only his $161 billion net worth, who will take over at Berkshire, or what this means for Berkshire’s stock, we believe the bigger story is the investing legacy Buffett leaves behind.
Fiduciary vs. Broker: Why Independent Wealth Management Firms Stand Apart
We’ll explore the benefits of independent wealth management — what sets it apart, what it means for you as an investor, and why so many people just like you are choosing this type of professional partnership when working to build lasting financial security.