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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 […]

In today’s world, one of the best gifts you may give your child is financial security. While education and values play key roles in shaping their future, contributing to a custodial Individual Retirement Account (IRA) for your child’s benefit may serve as a powerful tool to help instill the importance of saving and planning, inspire […]

The SECURE Act 2.0, signed into law on December 2022 as an update to the original SECURE Act of 2019, introduces several important changes to retirement and savings laws in the United States. One of its notable provisions is designed to provide more flexibility for college savings accounts, particularly 529 Plans. Specifically, this second iteration […]

Estate planning is more than just a financial task – it’s an essential strategy for ensuring that your wishes are honored and your loved ones are provided for after you’re gone. Despite its importance, many people put off estate planning, often due to misconceptions or procrastination. However, having a solid estate plan in place may […]

A Note Regarding Recent Market Volatility August 5th, 2024 As many of you are aware, equity market volatility increased substantially over the last three trading sessions with the S&P 500 down (6.07%) in August. During times of market stress, putting short-term volatility in the context of longer-term results may be important and drive better decision making. Let’s […]