Tricapital Blog

Achieving Financial Security is Just A Few Steps Away What is stopping you from achieving financial freedom? Often in life, the biggest hurdle we have to overcome is ourselves. Too often our mindset or our emotions get in the way of us achieving the goals that we’ve set. This is

Review These Reminders Before December 31 Each Year Utilizing qualified retirement plans and individual retirement accounts (IRAs) for your retirement planning is a smart move – after all, earnings on these tax-advantaged accounts grow tax-deferred or even tax-free. In order to make sure you get the most out of them,

Portfolio Returns are Only One Piece of Your Planning Puzzle You max out your 401(k) contributions, you contribute regularly to your IRA and you’ve diversified your portfolio in order to reduce your overall risk. This is a thoughtful and strategic financial plan, right? Well, not exactly. Although many people believe

This year, investors have been treated to a rare real-world lesson in the mathematics of investing—namely, the fact that after a market decline, it takes a greater market recovery to get back to even.  The first quarter saw a frightening downturn that delivered 20% losses across the U.S. and developed

While the recent volatility in the stock market, the likelihood of an economic recession, and the proliferation of a global pandemic has had a deep impact on nearly everyone’s portfolio, our clients experienced little to no impact on their retirement income due to our three-bucket investment approach. Here’s how: our

Just when we thought we had finally seen it all, the COVID-19 pandemic forced oil prices into the negative for the first time in history. Producers were paying as much as $37.63 per barrel as of April 20 to get buyers to take oil off their hands. While one might