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Blogs

Joshua Escalante Troesh | Mar 19, 2025

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Joshua Escalante Troesh | Mar 12, 2025

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Joshua Escalante Troesh | Mar 5, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Joshua Escalante Troesh | Feb 26, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Joshua Escalante Troesh | Feb 19, 2025

Feeling uneasy about the market? Read this first

Investments
It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions
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Joshua Escalante Troesh | Feb 12, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Joshua Escalante Troesh | Feb 5, 2025

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Joshua Escalante Troesh | Jan 29, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Joshua Escalante Troesh | Jan 22, 2025

New Year Update: 2024 Reflections & 2025 Expectations

Investments
As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.
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Joshua Escalante Troesh | Jan 15, 2025

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Joshua Escalante Troesh | Jan 8, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Joshua Escalante Troesh | Jan 1, 2025

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Transparency

You should have a financial adviser who puts you first. That’s why we chose to be legally required to do what is best for our clients. And we chose not to sell insurance, annuities, or other financial products on commission.

Unfortunately, many ‘advisers’ operate as commissioned salespeople, rather than true advisers. A fiduciary adviser must have a Form ADV filed with the SEC. Here’s ours.

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PurposefulFamilyWealth.com is the marketing website for Purposeful Strategic Partners, a registered advisory firm.

*Ranked #1 advisor on Investopedia Advisor Insights November 2018 to July 2019 when Investopedia discontinued Advisor Insights. Investopedia Advisor Insights ranking based upon the helpfulness of answers to questions posted on the Investopedia website as voted by Investopedia’s audience. Ranking does not consider investment returns, client satisfaction, or other factors. Registration as an investment advisor refers to legal licensing of the advisor and does not imply a certain level of skill or training. Information presented on this website, in our blog, and in the Advisor Answers column is for informational purposes only. None of the information or articles are intended to be investment, tax, nor legal advice. To get personalized advice on your own situation, schedule a meeting with us, talk to your CPA, or contact an attorney. Do not attempt to apply this information to your personal situation without consulting with a qualified adviser. Joshua Escalante Troesh (“Purposeful Strategic Partners”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Purposeful Strategic Partners in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. TD Ameritrade and Charles Schwab act as third party custodians for Purposeful Strategic Partners. Client assets are held at either of these institutions for the protection of clients. For individual and family accounts, assets are held at TD Ameritrade or TD Ameritrade. For 401(k) or other employer retirement plan accounts, assets are held at Matrix/Broadridge through a sub-custody relationship with AdvisorTrust. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Purposeful Strategic Partners, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an investment advisor, accountant, or legal counsel prior to implementation.

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