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Local Financial Planning Expert Reviews Proposed Tax Reform Plan: 'The Good, The Bad, and The Ugly'

November 7, 2017

SUMMIT, NJ - The Committee on Ways and Means -- the chief tax-writing committee of the United States House of Representatives --  dropped the first draft of the 2017 tax reform bill last week and is in the markup process and Claire E. Toth, Vice President and Chief Operating Officer at Point View Wealth Management in Summit, has offered her take on the details ...

Suburban Chamber Goes Suburban, Set to 'Tee it Up' at Annual Golf Outing Oct. 23

UNION, NJ - Investors Bank will serve as the event's Platinum Sponsor as The Suburban Chamber of Commerce prepares to host its annual golf outing October 23 at Suburban Golf Club in Union. The Chamber represents business in Summit, New Providence and Berkeley Heights.

A portion of the day's proceeds will be designated to the Chamber’s Scholarship ...

Third 'Downtown Stakeholders' Meeting of Year Set for Oct. 11

SUMMIT, NJ - All downtown property owners, business owners, and business employees are invited to attend the third 'Stakeholders Meeting' of 2017 on October 11, hosted by Summit Downtown, Inc. (SDI) and held, beginning at 5:30 p.m., at The Wine List.

As part of the event's program, which begins at 6 p.m., Summit Downtown, Inc Board of Trustees Chairman Tony ...

Equifax, Cybersecurity and You: Point View's Toth Advises on Key Steps to Protect Identity, Avoid Fraud

SUMMIT, NJ - News of the Equifax data breach justly has many concerned, with estimates of upwards of 143 million people potentially affected. Claire E. Toth, Vice President and Chief Operating Officer at Summit-based Point View Wealth Management, says that, while the breach occurred beginning in May and, therefore, it’s late to rush a response, there are steps ...

Benjamin Lindeman Joins Avelino & Hatlaub's Real Estate, Land Use Teams

SUMMIT, NJ - Seton Hall graduate Benjamin Lindeman, Esq. has joined the expanding Real Estate and Land Use Teams at Avelino & Hartlaub, LLP.

In announcing the addition of Lindeman to the firm, Avelino & Hartlaub Partners A. Jude Avelino and Jeffrey Hartlaub noted that the firm’s Real Estate division handles -- at present -- more than 350 closings ...

Retro Garage: Summit Tire & Auto Committed to Putting 'Service' Back in 'Service Station'

SUMMIT, NJ - For those who are seasoned enough to have grown up during the era, the 1950's and early 1960's are remembered as a gentler time, relatively idyllic and noted for their comparative simplicity.

Life itself, and the vehicles which shuttled folks about, were less complicated -- decidedly so in the case of the cars -- and the sensory signals associated with Americans' ...

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Video: Point View's Petrides Indicates Dividend-Plays Harder to Find in Light of GE's Cut

November 17, 2017

Point View Wealth Management Managing Director and Portfolio Manager, John Petrides, live on CNBC discussing dividend stocks and GE's turnaround plans:

cnbc.com/video

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