Twelve points Blog
Investment & Tax Strategies Go Hand-in-Hand
The practice of Personal Financial Planning is endlessly fascinating and complex, with the various planning areas (including: Investments, Income Tax, Retirement, Estate Planning, and Insurance) being interconnected. It could be argued that no two planning areas
Behavior Gap
Ever been struck by an idea that you just needed to get down on paper, but all you had on hand was a cocktail napkin and a sharpie? Well, that’s what happened to Carl Richards, a Certified Financial Planner™ and director of investor education for a community of independent
Francesca Federico on Gift-Giving & Family Business Succession Planning
In December 2014, Francesca Federico was a featured guest on Small Business Digest Radio. She and host Don Mazzella spoke about her career path, gift-giving advice and succession planning for family-owned businesses.
Congratulations to TPWM team members for obtaining the AIF® designation
As of January, four members of the Twelve Points Wealth Management team have become Accredited Investment Fiduciary® (AIF®) designees. Congratulations to Dave Clayman, Manny Frangiadakis, Francesca Federico and Igor Tiguy
Event Announcement: Love At First Start
Co-founder and Wealth Advisor Francesca Federico will be hosting a discussion panel in partnership with Tomorrow’s Women TODAY. “Love At First Start” will feature women entrepreneurs and CEOs of Boston-area companies and takes place
Dave Clayman Featured in the Wall Street Journal
In the News…Co-Founder and Wealth Manager David Clayman was featured in an article on climbing oil prices that appeared in The Wall Street Journal on Tuesday, February 3, 2015.
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