Bay Point Wealth

Despite periodic bouts of volatility, global stocks rallied in March, capping off a strong first quarter. Improving economic outlooks, largely due to the expanding availability of COVID -19 vaccines, provided a supportive backdrop for global equities. ...

Environmental, social, and governance (ESG) investing and socially responsible investing (SRI) are both viable strategies to grow your wealth in a way that aligns with your personal values. Before you get started with either approach, it’s important to understand ...

The factors that drive investment decisions can be deeply personal. For example, you may choose to only invest your wealth in companies with strong environmental, social, and governance (ESG) commitments and practices that align with moral stances you hold or ...

Tax planning is an integral part of the ongoing wealth management process for several reasons. When you work with a financial firm that combines wealth management and tax planning expertise, you have the opportunity to reduce your tax bill, increase your wealth ...

As a high net worth individual, you may face unique challenges when it comes to investing, regardless of whether your assets are liquid (such as stocks and bonds) or non-liquid (such as residential or commercial real estate). This is why it’s important to work ...

Are you intrigued by the idea of investing with a purpose—simultaneously growing your personal wealth while supporting social and environmental causes? If so, you’re not alone. For the past few years, the concept has been

Nowadays, what constitutes a “wise” investment isn’t necessarily the same for everyone. The basic principles of investing will always apply across the board—understanding your tolerance for risk, knowing your timeline, evaluating stocks using standard performance ...

Knowing how to maximize Social Security benefits for a married couple is an essential part of financial planning, especially because it can help you receive more benefits, pass along a greater amount of assets to your heirs, or reduce your taxes if you play your ...

The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial ...

How you invest your money is a highly personal decision based on various factors, such as your financial situation and your appetite for risk. Therefore, it’s important to understand your options before you invest in the stock market.