WEBINAR/PRESENTATIONS IN 2018

Webinar in 2018

December 20, 2018 - Webinar

5 Financial Must-Dos Before Year - 2018 is coming to an end. Join this webinar to make sure you have completed these 5 financials to-dos.

 

December 18, 2018

Point View's John Petrides was a panelist recently at Barron’s initial Risk Reward Conference on: "Longevity an Aging Economy." Petrides was on the panel along with Joe Coughlin of MIT AgeLabs and moderator Katherine Bell, Editor in Chief of Barron’s Magazine.

 

December 13, 2018

David Dietze and John Petrides proudly presented to the Activities Unlimited investment group this morning in Wyckoff New Jersey. We discussed topics related to retirement income planning. It was a great group with lots of very interesting questions. To download a copy of the slide deck, please click here.

 

 

November 21, 2018 - Webinar

Planning Your "Planned Giving" During the Season of Giving - presented by Claire Toth & John Petrides.

 

October 24, 2018 - Webinar

The Longest Bull Market in History: Is Your Portfolio Prepared When it Stops?  presented by David Dietze & John Petrides. 

 

October 15, 2018

John Petrides proudly presented to the Ridgewood Hobbyists today and discussed The Longest Bull Market in History: Is Your Portfolio Prepared When it Stops. Interested in learning more, please email us at This email address is being protected from spambots. You need JavaScript enabled to view it. .

 

September 25, 2018 - Webinar

Dirty Little Secrets of Annuities - we will cover issues regarding owning an annuity such as: liquidity concerns, fees, and tax complications to name a few. 

 

 

August 28, 2018 - Webinar

Whether already retired or approaching it, you need a plan for your assets in retirement. This webinar offers some thoughts and suggestions.

 

August 15, 2018 

David Dietze & John Petrides were proud to present to the Summit Old Guard on Top Retirement Income Strategies on August 14, 2018. Please email us at This email address is being protected from spambots. You need JavaScript enabled to view it. for a copy of the presentation.

 

July 27, 2018 - Webinar

webinar discussing an “Introduction to Point View Wealth Management, Inc.” This interactive webinar will provide insight as to how Point View has been helping individuals and families achieve their financial goals for the past 25 years. Click here to watch.


May 8, 2018

Yours truly and event chair Dr. Charlie Tian were delighted for the great turnout at the 2018 GuruFocus Value Conference in Omaha this past weekend! Thank you to all those who attended as well as presented! Please make plans for next year's conference, May 2-3, 2019.

 

 

 

 

 

 

 

 

 

 

 

March 28, 2018

Point View’s David Dietze and Claire Toth shared insights (3.27.18) on the impact of tax reform on homeowners and our local businesses with the Watchung office of Berkshire Hathaway HomeServices!

 

March 26, 2018

Sign up now to hear Point View’s Claire Toth speak on tax reform on Wednesday, April 4, 2018 at the Summit Free Public Library.

 

January 26, 2018

Point View’s David Dietze and Claire Toth shared insights (1.26.18) on the impact of tax reform on homeowners and our local businesses with the New Providence office of Berkshire Hathaway HomeServices!

 

January 24, 2018

Point View’s David Dietze and Claire Toth were honored to participate on a local panel to analyze the impact of tax reform on homeowners and our local business community. Click here to learn more.

 

January 5, 2018

Point View Wealth Management's David Dietze, JD, CFA®, CFP®, Founder, President and Chief Investment Strategist, Claire E. Toth, JD, MLT, CFP®, Vice President and  John Petrides, MBA®, Managing Director & Portfolio Manager, kicked off the New Year with their annual financial presentation to the Suburban Chamber of Commerce.   The trio presented to a packed room on the impact of the new tax laws to investors and the markets, and gave their investment outlook for 2018. Click here to view PowerPoint Presentation.
 

 

 

 

 
 

2017 Clippings

Friday's Bank Stocks: Eagle Bancorp tanks as short seller alleges loan scheme - John Petrides quoted by S&P Global Market Intelligence on the impact of tax reform confusion on stocks, (12.1.17).

The Value Case for Bitcoin - David Dietze comments for Barron’s on the risks that bitcoin represents for investors. See end of article, (12.4.17).

 

August Jobs Report Disappoints as Unemployment Ticks Up - John Petrides comments on Barron's, (9.1.17).

 

Merger Misgivings - John Petrides comments on Barron's, (7.29.17).                                                                                                                                                                                                      

S&P.com - John Petrides commented on Friday's Bank Stocks: Jobs numbers give markets a boost, (7.7.17).

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May Jobs Report: Payrolls Disappoint, But Unemployment Rate Dips to 4.3%, - John Petrides comments for Barron's, (6.2.17).

S&P.com  - David Dietze commented on the market outlook for S&P Global, (4.28.17).

S&P.com - David Dietze commented on the market outlook for S&P Global, (3.3.17).
 

Time to Take Profits in Seagate Shares- John Petrides comments for Barron's, (2.27.17).

TV/Radio 2016

BNN.com - David Dietze on best investment picks for the New Year, (12.23.16).

Wall Street Unplugged - John Petrides  on 2016 a year in review, and providing an outlook for 2018,  (interview starts at 13:00) 12.15.16.

CNBC.com - David Dietze on how investors’ very bullish stance can impact the investment outlook, (12.14.16).

BNN.com - David Dietze on investment strategies following recent record highs in the stock market, (12.6.16).

CNBC.com - John Petrides from 30 Rock discussing potential near term risks to the market, (12.1.16).

Marketplace.org - David Dietze on investment strategies in light of potential tax reform by the incoming administration, (12.1.16).

BNN.com -  John Petrides taking questions from viewers, discussing over 15 different stocks, offering top ideas, and commenting on the market outlook  and undervalued sectors, (11.29.16).
 

CNBC.com - David Dietze on best investment strategies following a rousing post-election rally, (11.27.16).

Wall Street Journal.com - David Dietze on best investment strategies amid the potential for tax and regulatory reform, (11.15.16).

CNBC.com - David Dietze on best investment strategies post the election, (11.15.16).

CNBC.com - John Petrides discussing the markets after Trump's victory, (11.9.16).

BNN.com - John Petrides discussing market reactions and election outcomes hours before the results, (11.18.16).

NBR.com - John Petrides on positioning your portfolio on the eve of the election, (interview starts at 6:15), (11.2.16).

BNN.com - David Dietze  on a investment sector on sale in front of an uncertain election, (11.2.16).

CNBC.com - David Dietze on best investment strategies with a historic election just days away, (10.30.16). 

CNBC.com - John Petrides discussing catalysts to the stock market, (10.26.16).

Wall Street Unplugged - John Petrides discussing what to expect in the upcoming earnings season (interview begins at 40.45) 10.13.16.

BNN.com - John Petrides discussing the Fed and market reaction to the Jobs data and Upcoming Election, (10.7.16).

CNBC.com - John Petrides discussing Deutsche Bank as too big to fail, (10.4.16).

CNBC.com - David Dietze on impact of Deutsche Bank’s travails on the markets, (10.2.16).

Wall Street Journal.com - John Petrides discussing Tech stocks as income plays, (9.28.16). 

CNBC.com - David Dietze on best investments in a low interest rate environment, (9.22.16).

BNN.com - John Petrides discussing the market reaction to the Fed rate decision, (9.21.16).

CNBC.com - John Petrides on How Samsung’s Pain is Apple’s Gain, (9.14.16). 

 
BNN.com - David Dietze on where to find value in pricey stock market, (9.8.16).

CNBC.com - David Dietze on how mergers and acquisitions are boosting stock markets globally, (9.6.16).
 

CNBC.com - John Petrides discussing potential Fed policy on the eve of the August jobs data, (9.1.16).

Wall Street Journal.com - David Dietze on investment opportunities on the eve of a possible Federal Reserve rate hike, (8.26.16).

Bloomberg Radio -David Dietze on three great investment opportunities, (8.24.16).

BNN.com - John Petrides discussing value investments in this market, (8.23.16).

CNBC.com - David Dietze live on CNBC on investing in anticipation of Fed rate hikes, (8.21.16).

Wall Street Unplugged - John Petrides discussing current risks to stocks and bonds, and how to prepare your portfolio, (8.18.16).

BNN.com - John Petrides discussing upcoming Fed decisions and sector allocations, (8.16.16).

Wall Street Journal.com - John Petrides speaks live regarding where the stock market could be headed, (8.15.16).

CNBC.com -  John Petrides discussing the rise in energy prices and upcoming Fed policy, (8.11.16).

CNBC.com - David Dietze on: Should you buy energy stocks, (8.4.16)

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Point View Wealth Management, Inc.
382 Springfield Avenue, Ste. 208
Summit, NJ 07901-2707
Phone: 908-598-1717
Fax: 419-844-0922
Email: firm@ptview.com
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