Reducing the Necessary Evils of Investing: Expenses and Taxes

Towerpoint Wealth: A Wealth of Knowledge by Joseph Eschleman, CIMA®

Episode notes

In this episode, our President, Joseph F. Eschleman, CIMA®, and our Director of Tax and Financial Planning, Steven Pitchford, CPA, CFP®, as they unravel the complexities of managing and reducing the “necessary evils” of investing: expenses and income taxes. Join us as we share valuable insights and practical strategies to empower you as an investor. Discover how to take control of your financial destiny by minimizing expenses and optimizing your tax planning. No longer will these necessary  ... 

 ...  Read more