Bluepointe Capital

10/28/2021

Join us for our next educational webinar Tuesday, 11/2/21 at 2:00pm PDT. During this webinar, we'll review the upcoming Biden Tax Plan and it's potential impact on different tax rates and investor portfolios.

Join us for our next educational webinar on the Biden Tax Plan. We'll review changes to capital gains, income and estate taxes, along with the potential impact of this legislation on different asset classes within investors' portfolios.

02/01/2021

Join us on Wednesday, 2/3 at 1:00pm PST for our next Zoom webinar featuring Blackstone. During this webinar, we'll review an outlook for the real estate market in 2021. Please feel free to send any questions you may have for our panelists to [email protected]. You can RSVP using the link below:

Join us for our next webinar on Wed. 2/3 at 2:00pm PST

01/13/2021

Heading into 2021, the markets have numerous changes to digest: the largest global vaccination campaign since the introduction of the Polio vaccine; a shift in the balance of power in Washington D.C.; and new asset allocation themes consistent with renewed optimism regarding a sustained economic recovery.

Join us on Wednesday, 1/20 at 2:00pm PT for our next market outlook webinar with JP Morgan.

Heading into 2021, the markets have numerous changes to digest: the largest global vaccination campaign since the introduction of the Polio vaccine; a shift in the balance of power in Washington D.C.; and new asset allocation themes consistent with renewed optimism regarding a sustained economic rec

11/30/2020

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:

Did you know that Congress can pass tax legislation in the middle of 2021 and make the changes retroactive to beginning of the year? Looking towards a new set of tax policies in 2021, many high net worth investors wonder what changes are likely, unlikely, and most importantly, what planning can be

10/29/2020

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.

RSVP: Post-Election Market Outlook Webinar - Th. 11/5 @ 12:00pm - BluePointe & Goldman Sachs

01/24/2017

Happy New Year everyone!

10/07/2016

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-for-women or email [email protected]. To apply, please visit http://www.bluepointecapital.com/enroll-form. Please note, enrollment is conditional upon review of application.

08/12/2016

Bluepointe Capital: Next Generation Bootcamp Teaser

08/09/2016

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