Bluepointe Capital

Did you know that Congress can pass tax legislation mid-2021 and make the changes retroactive to the beginning of the year? Join us for our next webinar on tax planning items investors and high net worth individuals should keep an eye out for heading into a new presidential administration. You can RSVP using the link below:

Join us next week for our Post-Election Market Outlook webinar. We'll review: an updated outlook for financial markets given the outcome (or contested outcome) of the election; key highlights from the elected administration's policy agenda; key areas of focus for investors heading into 2021 and beyond. #markets #election #investing #stocks #bonds #realestate #privateequity #venturecapital

Happy New Year everyone!

Hightlights from our Next Generation Investment Bootcamp The 2016 BluePointe Capital Next Generation Investment Bootcamp was a great experience for our clients. We achieved the following three goals:... Bridging the gap between our clients' investment knowledge and that of their children Introducing students to various career opportunities in the financial services industry Teaching the next generation not only about money management, but about being an ethical and philanthropic citizen Today, we want to introduce to you our upcoming educational event - BluePointe Capital Wealth Management Bootcamp For Women, which will be held on Thursday, November 17, 2016 in San Mateo. Have you wondered why some money goes into bonds and some into stocks, real estate or hedge funds? If the unexpected were to happen, what are the first steps you need to take? How do you protect your family’s wealth from being eroded over time? What are the various ways to give to charity and have the biggest social impact? By enrolling in the BluePointe Capital Wealth Management Bootcamp For Women, you will meet with and learn from leaders in the investment world. You will hear from special guest speakers who can provide insight on investments and social impact. During the BluePointe Capital Wealth Management Bootcamp For Women, you will collaborate with other women to share challenges you may have faced and exchange your knowledge and expertise that could be helpful to others. For more information, please visit http://www.bluepointecapital.com/wealth-management-bootcamp or email [email protected]. To apply, please visit http://www.bluepointecapital.com/enroll-form. Please note, enrollment is conditional upon review of application.

Bluepointe Capital: Next Generation Bootcamp Teaser

Our first Next Generation Bootcamp is under way! Exciting speakers and special talks to help educate the future of our nation! Exclusively for BluePointe Capita...l clients and by invitation only: Give your legacy an edge as it pertains to investments, philanthropic goals, and start-up endeavors. See more