Home Page

When it comes to investing, one of the pillars of portfolio construction is diversification. Diversification is the practice of investing across a variety of assets classes, such as stocks, bonds, alternatives, or commodities to help mitigate and reduce risk, insulate and protect your portfolio against market volatility, and increase the potential for long-term returns. Diversification […]

Graduating from college and stepping into the workforce is an exciting yet challenging time. With a steady income finally in sight, it can be tempting to splurge on things you’ve wanted for years. However, setting a budget early on is crucial to building a solid financial foundation for your future. Budgeting doesn’t have to be […]

What is it? Direct indexing is an innovative investment strategy that allows individuals to own the underlying securities of an index, rather than purchasing shares of an index fund or an exchange-traded fund (ETF). With direct indexing, investors can replicate the performance of a specific index, such as the S&P 500, but have the flexibility […]

Understanding and addressing common misconceptions about financial planning is essential for making informed decisions. By separating fact from fiction, individuals can take better control of their financial futures, build lasting wealth, and secure a stable foundation for themselves and their loved ones. Have questions about your financial planning? Reach out to one of our advisors […]

Over the past few weeks, something atypical occurred within parts of the markets that are normally oases of calm.  During troubled times, the U.S. dollar, U.S. government bonds, and gold are typically seen as benefactors of a flight-to-quality trade.  However, only gold is performing as one would typically anticipate.  This led some pundits to raise […]

Anxiety Anxiety is often defined as an emotion characterized by fear, dread, and unease. Anxiety sometimes leads to physical symptoms, such as high blood pressure, restlessness, or sleeplessness. Worry about everyday events or situations is commonplace. So, you know, a Tuesday of late. My career spans almost 28 years and one of the more consistent […]

As we enter the new year, we wanted to provide a recap of 2024 and our market outlook for 2025.  In 2024, US equities, as measured by the S&P 500, outperformed all other major equity markets, with a total return of about 25%. Tech and AI dominated, and the S&P became highly concentrated with eight […]

As we approach the year’s end, we at TritonPoint Wealth understand that this time is not only filled with festive celebrations but also opportunities for strategic financial planning. Our aim is to ensure that whether you’re an existing client or considering joining us, you head into 2025 with confidence and clarity. Whether you’re focusing on […]

Re: Income Tax Secured Bond and Out-of-State Municipal Bonds Amendment Act of 2024 When an investor owns a municipal bond issued by the state or municipality in which they live, the income may be exempt from federal, state, and local income tax. On the other hand, if they own municipals issued by a state other than […]