A Looming Tax Problem Ahead: Are You Prepared?

Preparing for the Tax Cuts and Jobs Act (TCJA) Expiration at the end of 2025 and Its Impact on Taxes

Trick or Treat? Can GOLD Be Beat in 2024?

Welcome to the Halloween edition of Trending Today!  While this spooky season is often about tricks, treats, and eerie surprises,

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

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!

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

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

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

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

Will the Magnificent 7 Stocks REMAIN Magnificent Throughout 2024?

Updated October 24, 2024 -Different industries have their own top players, and in the tech industry, there’s a standout group

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

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

Fiduciary ???? Focus: Your Essential Newsletter

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