Tricapital Blog

GUIDANCE FOR OVERCOMING THE URGE TO THINK SHORT-TERM One of the greatest pitfalls that investors need to be aware of is something called “recency bias.” This term refers to when current events or trends influence the decisions we make with our investments. Recency can be hard to avoid because it

THIS STRATEGY OFFERS ANOTHER WAY FOR AFFLUENT INVESTORS TO PASS ALONG THEIR WEALTH If you’ve saved diligently for retirement – or your parents have – and you’ve accumulated a sizable nest egg, recent rule changes affecting retirement distributions could seriously impact your financial strategy. The Setting Every Community Up for

Planning Together Ensures You’ll Understand One Another’s Expectations Nearing retirement is an exciting time. It’s the culmination of the many years you’ve spent working hard and diligently following your retirement plans, and for many, it can be an incredibly meaningful and rewarding phase in your life. Retiring is a very

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