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What You Missed at Future Proof 2024: Innovative New Financial Trends

Future-Proofing YOUR Wealth: TPW’s Key Takeaways from the FutureProof 2024 Wealth Management Festival! At Towerpoint Wealth, a cornerstone of our firm’s philosophy is continued professional development, growth, and innovation, and keeping our professional saw sharp. In that spirit, and in the interest of ensuring that we are delivering the highest level of counsel, planning, and […]

How do Interest Rates Affect the Stock Market?

How the Change in Current Federal Interest Rates Could Affect YOU? The impact of interest rates on stocks is significant! Interest rate cuts can signal a shift in the financial and economic landscape. For investors, this change in the direction of interest rates on stocks can either be considered a cause for concern or an […]

Retirement Planning Simplified: Our Top Tips for Self-Employed and Small Business Retirement Plans 09.06.2024

Calling all entrepreneurs! Transform your small business into a wealth-building machine by leveraging the best small business retirement plan designed to benefit both you and your employees! Choosing the right retirement plan is a pivotal decision for self-employed individuals and small business owners. With a wide variety of options available, each with its own set […]

Proposed Tax Changes 2024: What Investors Should Know 08.23.2024

Harris vs. Trump: 2024’s Election TAX Impact on You! With only two and a half months separating us from the result of the upcoming 2024 US presidential election, it has become an exceedingly unnerving time for some investors. Proposed tax law changes and market sentiment related to the election can considerably impact the financial landscape, […]

What’s Next for ESG Investing? 5 Emerging Trends for Socially Responsible Investors 08.09.2024

If you have been paying attention to finance and politics over the past two years, you are probably aware that ESG (environmental, social, governance) investing has found itself in the political crosshairs, with debates intensifying over its impact on corporate governance and economic performance. Policymakers and stakeholders are scrutinizing the balance between ethical considerations and […]

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 responsibility to safeguard your clients’ assets. We are here to provide you with the insights, strategies, and tools you need to excel in this vital […]

The Price of Panic: How Loss Aversion Can Amplify Investment Losses 07.26.2024

If you had the option between a guaranteed $100 and a coin toss for $200, what would you pick? Our bet is you’d pick the surefire cash, although the mathematical expectation is about the same either way ($100). The fear of potentially losing the guaranteed $100 outweighs the allure of possibly winning an additional $100, […]

Will the Magnificent 7 Stocks REMAIN Magnificent Throughout 2024? 07.12.2024

Different industries have their own top players, and in the tech industry, there’s a standout group of powerful high-performers in the sector, known as the Magnificent 7. These stocks have consistently proven their market dominance and innovative prowess, fueling a big advance in the value of their stocks over the past two years. Nvidia, Alphabet […]

Inflation Throughout the Years – Paying the HIDDEN Tax! 06.27.2024

Are you terrified? If you’ve been paying attention to the world’s economic landscape right now, you might be. With unprecedented inflation throughout the years, coupled with the political uncertainty surrounding the upcoming 2024 U.S. presidential election, it’s hard not to feel some paralysis when considering your financial decisions.  If you are feeling more than a […]

9 Special Money Rules on an Index Card 05.16.2024

Back in 2013, during an interview with Helaine Olen, University of Chicago social scientist Harold Pollack said, “The best financial advice for most people would fit on an index card.” He then elaborated, stating, “If you’re paying someone for advice, you’re likely getting the wrong advice because the right advice is so straightforward.” After comments […]

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 share our brand new newsletter and insightful information with the fiduciary community. At Towerpoint Wealth, our Fiduciary Group brings together 27 years of collective experience […]

The Top 6 2024 Tax Season Questions, Answered! 02.23.2024

It’s that time – the 2024 tax season is upon us! As we embark on the 2024 tax season, many individuals and businesses are gearing up to tackle their financial obligations and maximize their tax benefits. With the ever-evolving landscape of tax laws and regulations, it’s essential to address the top 2024 tax season questions […]

5 of the Latest Innovative Financial Tools! 1.12.2024

As markets, regulations, and technologies continue to advance, embracing innovative financial tools becomes not only a choice, but a strategic imperative for those aspiring to build and protect wealth and to achieve and sustain financial success. Like using a typewriter in a smartphone world, utilizing old technology instead of new wealth management tools may be […]

2022 Financial Newsletters

Will Your Retirement Endure With the Passage of Secure (2.0)?
December 23, 2022

Sacramento Housing Have You Drowsing? Real Estate Prices Drop
December 2, 2022

Minimizing the Necessary Evils of Building Net Worth – Taxes and Investing Costs
November 18, 2022

2022 Midterm Election – Cause for Market Correction?
November 4, 2022

Holding Cash is No Longer Trash!
October 10, 2022

With Inflation and Rates Sky High, Should You Consider Bonds to Buy
September 23, 2022

Hold On… You Have No Alternative Investments In Your Portfolio?
September 9, 2022

Celebrating 5 Years of YOUR Trust and Confidence!
August 26, 2022

Inflation Reduction or Addition? What We Know about the $740 Billion Inflation Reduction Act
August 12, 2022

Managing Expectation – Why Bad News Can Be Good for the Stock Market!
July 29, 2022

The Twitter Musk Soap Opera – Should We Actually Care?
July 15, 2022

Are These Bonds to Invest In? Is 9.62% Really the Rate for I Bonds?
July 1, 2022

What’s the Point? How is it SMART to Be Investing During Inflation?
June 17, 2022

A Must-Ask! Do I Have a Fiduciary Financial Advisor?
June 03, 2022

The Stock Market: A Safe Place to Invest Money??”
May 20, 2022

Investment Advice from Warren Buffett – Never Bet Against America!
May 5, 2022

Will Homeowners Frown with Housing Prices Going Down?
April 22, 2022

Feeling Depression About a Possible Recession? Top 5 Ways to Recession-Proof Your Portfolio!
April 8, 2022

Don’t Hide from the Ides (of March)
March 18, 2022

The Russia/Ukraine Crisis – An Important Message
March 4, 2022

Crypto: Why It’s Here to Stay and Not Going Away!
February 17, 2022

Market Correction is Coming – What, Me Worry?
February 1, 2022

Time to Disavow the Dow Right Now?
January 14, 2022

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