Dear Towerpoint,


Gambling. Tobacco. Firearms. Alcohol. Fossil fuels.


Renewable and alternative energy. Human rights. Workplace diversity. Water conservation.


Would you care if these businesses were part of your investment portfolio? Would you prefer to have more of a direct "say" and more control over what investments you own?


Many investors are unaware that there is a way to invest your hard-earned dollars to produce a financial return, while at the same time contribute to and support environmental and social good. Blending investing with social activism has a term - Responsible, or ESG (environmental, social, and governance) investing.


According to the US SIF (Forum For Sustainable and Responsible Investment), a whopping $8.1 trillion of assets under professional management here in the United States was invested in Responsible / ESG portfolios in 2016, representing a 23% (!) growth rate from 2014, when such Responsible / ESG assets totaled $6.6 trillion.


Responsible / ESG investing is not simply a trend anymore, it is now a full-blown movement. Understanding this, we have prepared ourselves to answer questions you might have about this increasingly popular and important wealth management strategy and philosophy, and invite you to avail yourselves of our knowledge. We also encourage you to look for additional details from us as we roll out our Towerpoint Wealth Responsible / ESG investing curriculum in the next week.


Responsible / ESG investing is not the only thing trending these days, and a lot has happened over the past two weeks:

We encourage you to take three or four minutes to review the curated content found below, highlighted by:

  • Joseph Eschleman's recent ABC10 interview about millennials and retirement
  • Our hiring of Jesuit grad and current TCU sophmore Dominic Trolio as our new Wealth Management Intern for the summer
  • With temps hitting 100 degrees this weekend in Sacramento, the sun safety app QSun will almost assuredly come in handy

The world remains a complicated place, and we encourage you to call (916-405-9140), email (info@towerpointwealth.com), or Tweet (@twrpointwealth) with any concerns, questions, or needs you have. We continue to be here for you, and look forward to connecting with, helping, and being a direct, fully independent, and no-strings-attached expert financial resource for each of you.


- Joseph and the Towerpoint Wealth team

 
 
 
TPW In The News
 
 
Towerpoint Wealth's President, Joseph Eschleman, was featured last Friday by ABC10's Sarah Moore, who interviewed him for her story about millennials and retirement. Click HERE to read th...
 
 
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TPW Original Content
 
 
The entire Towerpoint Wealth family and their significant others convened this past Saturday night to celebrate the firm's one year anniversary. A cocktail hour at Mayahuel was followed ...
 
 
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We are excited to introduce Dominic Trolio as the newest addition to our team here at Towerpoint Wealth. Dominic is studying finance at Texas Christian University (TCU), and will be worki...
 
 
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TPW Favorite Articles
 
 
ESG investing is a method for evaluating how companies' environmental, social and governance (ESG) practices may impact their performance. * This approach to investing has become increasi...
 
 
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What if you deleted all your emails during vacation and never looked back? Click HERE to read on...
 
 
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Markets, Economy, & Business
 
 
On Wednesday, the Federal Reserve raised its benchmark interest rate for the seventh time in two years, signaling continued economic growth and a low unemployment rate. While that might ...
 
 
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TPW Recommended Apps
 
 
With QSun, balance your sun exposure and vitamin D, avoid sunburns, find the current UV (ultraviolet) index, and get personal sun safety tips for healthy & young skin. QSun lets you know...
 
 
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