Wealth Management Resources
We never stop learning from top-tier wealth management resources, and neither should you.
Continuously educating and informing ourselves and our Northern California clients keeps us a step ahead in our field, and we’re happy to share these reports, wealth management analyses, and various commentaries on important financial topics with you. Here on our Wealth Management Resources page, please take advantage of these downloadable resources from a myriad of national and international financial experts.
Have a question not addressed in these wealth management education resources? We invite you to reach out to Towerpoint Wealth to get answers, or just let us know what you’d like to learn more about.
What’s Really
Powering Growth
in AI?
Columbia Threadneedle’s equity analysts and technology investment teams have been following AI since its inception to identify key players and areas of growth. At its heart, opportunity in AI is driven by growth in the need for computing power.
Fed Commentary
Economic
Research Report
The Federal Reserve’s decision on 9/18 to cut interest rates by 0.5% signals a shift towards stimulating economic growth amid uncertainty about inflation. Read First Trust’s Economic Research Report to understand how this policy change may affect your financial strategy.
2023 Year-End
Tax Topics
Checklist
This checklist included some common tax topics that could provide tax planning strategies to consider. The list is only a preliminary guide, as no one knows with certainty what tax law changes may be coming. Consider it a starting place for the current tax law environment.
Fade
The
Election
History suggests Presidential elections are not nearly as important to the financial markets as the media plays them up to be, and a focus on fundamentals rather than political slogans has generally been beneficial.
Bitcoin – Why Now?
Eaglebrook
Advisors
Bitcoin’s legitimacy as an asset has never been higher due to the recent shift in traditional institutions’ stance.
Confronting the
Money Taboo
Capital Group
Americans would rather talk about anything besides money, Capital Group survey funds.
10 Things You
Should Know
About Bull Markets
Like sunshine after rain, up markets have always followed down markets. Here’s what you need to know about rising, or bull, markets.
Organizing
Your Financial
Records – MFS
Organizing Your Financial Records. Many people struggle every time they open their mail or email. They ask themselves, “Is this important? Do I need this? Should I keep it? Should I throw it away?”
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Inflation Data Adds to
Good News For the Fed
& Bonds Guggenheim
Today’s better inflation and Fed environment suggests that the most worrisome scenarios are dissipating, and gives a positive sign for those looking to invest in bonds.
The Price of
Panic – Hartford
Funds
In any crisis, “playing it safe” to avoid losing your money can seem like the only rational strategy. However, history shows that long-term investors who stayed the course through crises and didn’t lose sight of their financial goals have been rewarded.
2022 Tax
Planning Checklist
BNY Mellon
Review this checklist for potential strategies to consider, and work with your wealth management team to take action prior to the December 31 deadline.
Make Tax
Time Less
Taxing 2022
Review this 2022 tax “cheat sheet” for important tax facts at a glance.
Russia Commodity
Sanctions
Loomis Sayles
Consider the less obvious dependencies on Russia.
A Guide to
Private Markets
Hamilton Lane
Consider investing in private markets to better diversify your portfolio.
Customized ESG
portfolio fact sheet
Ethic Investments
The way we make everyday purchasing decisions has drastically changed over the last decade. So why don’t we treat our investments the same way?
Parallels to the 1973
Market Shocks May
Be Imprecise T. Rowe Price
Recession in U.S. appears unlikely amid reopening economy.
Property
Cashflow
Analyzer
The Property Analyzer is a tool to evaluate a property’s cashflow characteristics.
Organizing
Your Financial
Records – MFS
Organizing Your Financial Records. Many people struggle every time they open their mail or email. They ask themselves, “Is this important? Do I need this? Should I keep it? Should I throw it away?”
A Checklist to Consider –
What You Need
Your Survivors to Know
A carefully crafted estate plan can be one of the greatest gifts you give to your loved ones. Leaving behind a plan that clearly indicates where your important documents are kept can make it easier for your survivors to carry out your wishes.
What to Do
When a Loved
One Dies
When a loved one dies, the details that need to be taken care of by survivors may be particularly overwhelming because it is such an emotional time. This checklist is intended to be a reminder of some of the details that may need to be attended to, both immediately and afterward.
Why You Shouldn’t
Abandon Bonds
Vanguard
Bond prices may not matter as much as you might think they do. Bond interest may be more important.
Pooled Income Funds
Charitable Planned
Giving State Street
A pooled income fund is a planned giving arrangement that combines your gifts with those of other donors for investment purposes.
The swift collapse
of Silicon Valley Bank
Columbia Threadneedle
How did a bank at the heart of the innovation economy end up going bust?
Annual Report
Downtown Sacramento
Partnership
The Annual Report measures the progress of Downtown Sacramento Partnership’s key programs & tracks the state of office, residential, & retail market development activity.
2022 Tax
Planning Checklist
BNY Mellon
Review this checklist for potential strategies to consider, and work with your wealth management team to take action prior to the December 31 deadline.
Investing in
a Highly
Politicized Climate
Investors contend with different emotional influences as they try to manage their portfolios and seek their long-term goals. One of the strongest influences – and potentially, most problematic – is politics.
10 Things Veterans
and Servicemembers
Should Know
From state tax breaks to financial counseling, the benefits available to servicemembers are abundant, but may not be well understood.
Is a Roth IRA
Conversion Right
For You?
After you’ve assessed your current and future income tax brackets, the above guide should help you better understand your options.
Artificial
Intelligence
Cheat Sheet
Artificial intelligence comes in many forms, and despite years of overpromising, AI doesn’t comprise sentient machines that reason like humans. Rather, AI encompasses more narrowly focused pattern matching at scale to complement human reasoning.
Being
A
Caregiver
In any crisis, “playing it safe” to avoid losing your money can seem like the only rational strategy. However, history shows that long-term investors who stayed the course through crises and didn’t lose sight of their financial goals have been rewarded.
A Guide to Your
2022 Schwab
Tax Forms
This guide provides some basic information about several of the most common forms you map need to prepare your 2022 taxes.
Eaglebrook
Advisors – Digital
Assets 2022
This report discusses bitcoin and ether’s resilience despite significant drawdowns, bitcoin’s role in the evolution of money, the evolving internet powered by Ethereum, and the opportunity that lies ahead.
The
AI
Revolution
AI is no longer just a trend, but a full-blown movement now. Read Linda Duessel’s report for an easy-to-understand yet in-depth analysis of what’s in store next for artificial intelligence!
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What’s Really
Powering Growth
in AI?
Columbia Threadneedle’s equity analysts and technology investment teams have been following AI since its inception to identify key players and areas of growth. At its heart, opportunity in AI is driven by growth in the need for computing power.
2025 Tax Reference Guide
The 2025 Tax Reference Guide simplifies tax planning with updated rates, deduction, and deadlines. Maximize savings and stay RIS-compliant with ease.
Real Estate Investing
Distinguish yourself as a real estate pro not just with skilled real estate investing but also by taking real estate tax deductions to keep more cash in hand.
Maximizing an Inheritance Estate Planning
When creating a comprehensive estate plan, having a clear understanding of, and properly planning for these taxes will help ensure your beneficiaries get the largest inheritance possible.
It’s Tax Time : The Frustrations of Form 1099
What exactly is a Form 1099, why can they be so frustrating to process, and how do you manage the problem of receiving an amended one? Read our financial white paper to learn more!
