Welcome

Welcome to TriCapital Financial Group.

TriCapital is one of Charlotte's most respected financial planning and investment management firms.  The firm was established in 1999 by Randy White with a simple vision: to assist our clients in accomplishing their financial goals by providing the highest quality advice available.  Above all, we always put the client's needs first and deeply value the relationships that have formed as a result of that philosophy.

Our customized wealth management process is so unique that it received a trademark from the United States Patent and Trademark Office.  As a result, we are uniquely qualified to provide customized wealth management solutions to your personal situation and would like to tell you more about OUR PHILOSOPHY.

Our success is measured by the degree to which our clients achieve their financial goals.

 
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Car Affordability

How much can you afford to pay for a car?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

More Newsletters →

Market Watch

May 21, 2012 @ 08:47 AM

Dow Jones Industrials 12,369.38- 73.11
Nasdaq Composite 2,778.79- 34.90
S&P 500 1,295.22- 9.64
Wilshire 5000 13,514.18- 114.94

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.