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Blogs

Joshua Escalante Troesh | Oct 2, 2024

Lower interest rates. Now what?

Investments
Why did the Federal Reserve cut rates? Learn more here.
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Joshua Escalante Troesh | Sep 25, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Joshua Escalante Troesh | Sep 18, 2024

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Joshua Escalante Troesh | Sep 11, 2024

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Joshua Escalante Troesh | Sep 4, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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Joshua Escalante Troesh | Aug 28, 2024

What happens next? (market rollercoaster)

Investments
It’s been a wild August for markets. Let’s review.
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Joshua Escalante Troesh | Aug 21, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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Man sitting on bench in park
Joshua Escalante Troesh | Aug 14, 2024

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Digital art image of a business person looking through a large set of binoculars.
Joshua Escalante Troesh | Aug 7, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Presidential Election
Joshua Escalante Troesh | Jul 31, 2024

New presidential candidate? (What it could mean)

Investments
A lot has happened recently. Let’s review.
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Joshua Escalante Troesh | Jul 24, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Grandmother with child
Joshua Escalante Troesh | Jul 17, 2024

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More

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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.

Services & Fees

SEC Form ADV

No-Cost Consultation

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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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