Business & Finance

Press Releases

Point View's David Dietze and Claire Toth to Speak at Overlook Foundation’s Planned Giving Program Oct. 4

d315d3dcbe9660d4a061_47d62c1205bd8ef3aa81_CET_-_DGD_I.jpg
Claire Toth and David Dietze in Point View's Summit offices.
67af9599bc842ad45475_9bdc15298c0a42a6ffd9_dcd1d33b04bc3acdc03b_TAP_300x250.jpg
d315d3dcbe9660d4a061_47d62c1205bd8ef3aa81_CET_-_DGD_I.jpg

Point View Wealth Management's Founder, President, and Chief Investment Strategist, David Dietze, and its Vice President and Chief Operating Officer, Claire E. Toth, will address an invited audience at Overlook Foundation's Planned Giving Program October 4 at Summit's Beacon Hill Club.

In a presentation entitled "Effective Strategies for Your Clients’ Financial, Tax, and Estate Planning Needs," Dietze and Toth will be joined by James R. Housman of Peapack-Gladstone Bank. These nationally-known experts will share their insights on investing, financial planning, taxation of partnerships and S corporations, philanthropic planning, and business succession.

The event begins at 8:30 a.m., and to RSVP contact Laura Parker at  908-522-5330 or via laura.parker@atlantichealth.org. Admission is free, but space is limited and a reservation is requested.

Sign Up for E-News

A 501(c)(3) charity, the Overlook Foundation raises funds for state-of-the-art equipment, facilities and programs that help Overlook Medical Center remain a leading provider of medical care. Contributions to Overlook are tax-deductible and remain “at home” to serve the needs of the greater Summit-area communities.

The Beacon Hill Club is located at 250 Hobart Avenue in Summit.

Point View Wealth Management, Inc. works with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals. We are independent and fee only. How can we help you?

Contact David DietzeJohn PetridesClaire TothDonna St. AmantElaine Phipps, or call (908) 598-1717 to learn how.

CNBC has named Point View to its list of the top 100 American fee-only wealth managers for both 2014 and 2015.

TAP Into Another Town's News:

You May Also Be Interested In

Sign Up for E-News

Summit

Upcoming Events

Carousel_image_6c3705f0d83fcd78b74f_2ab30b66626ffd382f18_adobestock_50725543_child_reading

Wed, April 25, 10:00 AM

Summit Free Public Library, Summit

Ages 1 yr.-K: Storytime Squad

Arts & Entertainment Education

Carousel_image_45d79e8f8bb0f2094c44_d1fd9ac3c313c38cfd1f_storytimesillhouette

Wed, April 25, 10:00 AM

Summit Free Public Library, Summit

Storytime Squad

Arts & Entertainment Education

Carousel_image_0de40117d74882eb067b_122a37f8f9e0f55b1807_adobestock_50725543_child_reading

Wed, April 25, 12:00 PM

Summit Free Public Library, Summit

Age 1 yr.-K: Storytime Squad

Arts & Entertainment Education

Summit Fire Department Blotter

02/01/2018, 7:26 am - FD dispatched to Route 78 East Bound mile marker 47.2 for a reported motor vehicle accident with entrapment and injuries. On arrival both the Springfield and Summit Fire Departments set up for extrication. The vehicle was chocked to stabilize the vehicle. EMS performed patient care. A hose line was stretched for possible fire suppression by the Berkeley Heights FD.

Summit Police Blotter

April 11, 2018

3/13 - Jayhee Cho, 32, of Summit was arrested and charged with criminal mischief. Mr. Cho was processed and released with a pending court date.

3/13 - Aseyefigh K. Papanye, 30, of Brooklyn, New York was arrested and charged with theft of credit cards, fraudulent use of credit cards, theft by deception, theft by unlawful taking, obstruction of the administration of the law, and possession of ...

Video: Point View's Petrides Says Oil Price Hysteria Unwarranted, Talks Tech

April 23, 2018

Point View Wealth Management's Managing Director and Portfolio Manager, John Petrides, live on BNN Bloomberg discussing stocks with oil near $70 per barrel and major Tech earnings this week:

ptview.com/medias/tv-radio

​​​​​​For nearly 25 years, Point View Wealth Management, Inc. has been working with families in Summit and beyond, providing customized portfolio management ...

Video: Point View's Petrides Talks AMEX, GE and Amazon Earnings, Stock Outlook

Point View Wealth Management's Managing Director and Portfolio Manager, John Petrides, live on FOX Business AM discussing several upcoming pivotal earnings and possible market reactions:

ptview.com/medias/tv-radio

​​​​For nearly 25 years, Point View Wealth Management, Inc. has been working with families in Summit and beyond, providing customized portfolio management ...

Fear of Rising Rates? Remember The Reason You Own Bonds

If the current interest environment has you concerned about your bond portfolio, remember why you are investing in bonds.  The role bonds, or fixed income, play in a portfolio is not solely based on performance.  Bonds are used to offer stability, particularly when stock market volatility is rising. Rate hikes can dampen bond performance, but keep perspective on how rising rates impact ...

Cluelessly Clueless

I teenaged my way through high school under the assumption that my parents had no idea what I was doing.  I like to think I was pretty good at withholding information and presenting situations in ways that were other than they really were.

 

Still, sometimes they found things out.  Like the time my friends plopped me on our front door step at one o'clock in the morning ...