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.
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.
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.
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!
Confronting the
Money Taboo
Capital Group
Americans would rather talk about anything besides money, Capital Group survey funds.
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.
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.
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 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.
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.
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.
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