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

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

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

Crypto in 2024 – Blank Check or Trainwreck? 12.22.2023

“Is investing in cryptocurrency good?” will be a question that many investors ask themselves as we head into 2024. Understanding

The PERIL of Buying and Selling Individual Stocks 12.08.2023

Buying, selling, and owning individual stocks can be fun for many reasons. Doing so can also be dangerous, and fraught

The 20 Most Common Investing Mistakes! 11.10.2023

A turnover in football. A double-fault in tennis. A personal foul in basketball. A penalty in hockey. A fielding error

Crisis Control – Israel, Gaza, and Investing During Times of War 10.20.2023

BAD NEWS. There is never a shortage of it. And unfortunately, a crisis control mindset is essential when it comes

How the AI User Experience Can Enhance Your Daily Life! 10.06.2023

Picture this: It’s a brisk Monday morning, and as you groggily shuffle to the kitchen for your daily caffeine fix,

A Wealth Management FESTIVAL? Future Proof 2023! 09.22.2023

While many of us were “stuck” in our offices tied to our computer screens last week, three of Towerpoint Wealth’s

CDs are passé with T-bill rates today! 09.01.2023

When taking a closer look at T-bill rates today versus bank CD best rates, it becomes easier to see why

The American Dream! Is a College Degree the Economic Key? 08.04.2023

Could it be that Benjamin Franklin was wrong when it comes to the American Dream? Is achieving the American Dream easier after