Our 2017 Q3 newsletter was just published! The articles address many important topics such as: Finding value in a seemingly overvalued market; Understanding what the upcoming changes to the tax law could mean for you and your family; Avoiding a concentrated portfolio; Appreciating Value investing for the long term; Finding and avoiding the pitfalls of mutual funds.

Click below to read the issue, and sign up to our mailing list at firm@ptview.com to receive future copies. Finally, visit our website at ptview.com,  email us, or call us at 908-598-1717 to learn how Point View's wealth management services can help you and your family achieve your financial goals and objectives.


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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, to develop and achieve their financial goals. Click here to contact David DietzeJohn PetridesClaire TothDonna St.Amant and Elaine Phipps,  or call 908-598-1717 to learn more about Point View Wealth Management, Inc. and how we can help you and your family meet your financial objectives. To sign up for our complementary commentaries and newsletters, e-mail us at firm@ptview.com.

CNBC has named Point View one of the Top 100 fee-only wealth managers in America.