Webinar/Presentations IN 2020

November 19, 2020

Preparing for a Biden Presidency: What Investors Need to Know! - With an historic election behind us, what are the implications for managing your portfolio and financial affairs? - Join David Dietze and Elaine Phipps in this month's webinar.


October 29, 2020

Planning for Social Security -  Join Claire Toth and Fritz Schoenhut for a fun and fast-paced overview of Social Security. They covered how your benefit is calculated, how best to claim it, and steps Congress can take to shore up Social Security for the future. 


September 24, 2020

Bargain Asset Classes Amid FAANGM Frothiness! - Despite many headwinds to the current market, including COVID, valuations, election uncertainty, and lack of more stimulus, several sectors, including international, smaller companies, and value stocks, may offer attractive diversification. Join David Dietze and Donna St.Amant to learn more about:

  • How international stocks, with their higher dividends, may offer superior returns.
  • How small caps have traditionally trounced larger companies, over the long of sweep of history, and now may be their time to reassert leadership.
  • Why value stocks could provide profitable opportunities in a market that’s otherwise richly priced.


August 27, 2020

Taxes, the Election, and You - Join Point View’s Elaine Phipps and Claire Toth as they debated Trump’s and Biden’s tax proposals. They discussed:
• How your Social Security taxes may change;
• What lies ahead for the capital gains tax;
• Possible estate tax changes
• And more!



July 30, 2020

Election 2020: How to Play It - What investors should be focusing on as we head into a pivotal election season! Join Point View's David Dietze and Fritz Schoenhut to learn more about:
- The implications a Blue Wave (or Blue Ripple) may have on the markets
- The sectors that are potentially poised for volatility following November’s election
- What changes if any investors should be making ahead of the vote



June 25, 2020

All Weather Portfolio - Don't react to volatile investment markets. Create a portfolio that anticipates market swings and allows you to meet your goals. Join Point View's Claire Toth and Donna St.Amant to learn more about: 
  • Understand the roles different asset classes play
  • Build diversification into your portfolio
  • Learn how to buy low and sell high


May 28, 2020 

Investment Fundamentals Amid Covid-19:  David Dietze & Elaine Phipps share practical advice on managing your investments through this pandemic.



April 30, 2020

Understanding the CARES Act - Claire Toth and Fritz Schoenhut review key provisions of the CARES Act. Discover how you and your family may benefit.  


March 24, 2020 

The Coronavirus and Your Portfolio - David Dietze and Donna St.Amant will separate fact from fiction on this growing pandemic, including what actions you need to take now to protect your portfolio. 


February 27, 2020 

SECURE Act - what it means for you and your family? - Point View’s Claire Toth and Elaine Phipps shared preliminary thoughts about planning around it. 

January 31, 2020 

2019 was one of the strongest years on record for the S&P 500 which begs the question: where do we go from here? - David Dietze and Fritz Schoenhut looked back on 2019 and discussed the opportunities investors are facing as we continue on into 2020. 






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Point View Wealth Management, a Peapack Private Firm
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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