Investors’ Corner

At Tower, we want to help make sure your money is working for you. Check this page for investment tips, informational articles, and industry insights.

Surviving Market Volatility During COVID-19: Investing Tips

August 3rd, 2020
During this time, it may be somewhat comforting to remember that you are not alone. Everyone is wondering what the immediate future holds for the impact of the...
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Details on the Tax Deadline Extension

July 1st, 2020
The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15...
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Roth IRA Conversion in the Era of COVID-19

June 1st, 2020
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an...
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Coronavirus & More

May 1st, 2020
In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through...
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Tower Wealth Management Launches New Website

March 2nd, 2020
Exciting news! Tower Wealth Management©, Tower's in-house financial group, has launched a new website—towerwealthmanagement.org—an excellent resource for investors. If you're...
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A Bucket Plan to Go with Your Bucket List

February 3rd, 2020
The baby boomers redefined everything they touched, from music to marriage to parenting and even what "old" means—60 is the new 50! Longer, healthier living, however...
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Measuring the Value of a Financial Advisor

January 2nd, 2020
Vanguard’s whitepaper concludes that when an investor works with an advisor and receives professional investment advice, they may see a net portfolio return about...
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End-of-the-Year Money Moves

December 2nd, 2019
Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to...
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Social Security: What You Need To Know

November 1st, 2019
As with all things political, the Social Security Act was not without controversy. Critics released negative campaigns during its inception; most notorious being the 1936 claim that every U.S. citizen...
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Preserve and Protect Your Wealth

September 3rd, 2019
Maybe you don't have a million dollar estate, but the same principles apply. If you own property of any kind—a house, bank account, 401(k) plan, jewelry, car—you have an estate.
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8 Mistakes That Can Upend Your Retirement

August 1st, 2019
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.
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Behind on Your Retirement Savings?

July 1st, 2019
If life has not allowed you to build substantial retirement savings, what possible steps could you take in an effort to improve your retirement prospects?
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