Quarterly Review: Q2 2024
The first six months of 2024 in the domestic equity markets mirrored how 2023 finished, with the S&P 500 up by nearly 15%. This strong performance widened the gap between domestic and foreign stocks, with the U.S. outperforming by over 10%. One of the driving factors in this disparity is the heavier weighting of the technology sector […]
Giving in Your Golden Years
Charitable giving is an important goal for many individuals and families. As people age and their wealth evolves so too should the manner in which they give. While cash and appreciated securities are the two most popular methods of giving available to everyone regardless of age, the option of giving via qualified charitable donations (QCDs) is oftentimes […]
Looking to the US: The Booming RIA Market
Our very own Sue Oleari recently participated in a webcast panel hosted by Delisle Advisory Group. She joined two other prominent leaders in the RIA space to discuss the latest trends in the RIA space, the benefits for clients and advisors, and valuable insights from recent trends. Check out this clip from the webinar where […]
A Roadmap to Saving for Retirement
For those entering the workforce or those that have been working for years, but only now have the capacity to begin saving for retirement, figuring out where to start can feel like a daunting task for many. Questions like “What type of account should I use?” “What is the difference between a Roth and a Traditional […]
2 Years of Trifecta Capital Advisors!
As we celebrate our second anniversary of Trifecta Capital Advisors, we find ourselves reflecting on the journey that we have embarked on together. It is with great pride and gratitude that we reach out to you today, to celebrate this significant milestone.Two years ago, we set out with a vision to provide unparalleled financial advisory […]
Protecting Ourselves Against Fraud
While fraud risk is nothing new, it is worth reminding ourselves that it is out there and a constant risk to all of us. In addition to reminding ourselves, it is important to take the time to educate our kids and grandkids of the risks, help them identify red flags, and develop prudent practices to […]
FDIC Insurance
Given the collapses of Silicon Valley Bank and Signature Bank, the topic of FDIC insurance has come up more lately than it has at any point since the financial crisis of 2008. We do not write this piece out of any sort of fear. We do not have concerns about the strength of the overall […]
Market Update
We thought it would be appropriate to share the chart below to illustrate that we have been in this type of volatile stock market before. The chart shows six bear markets going back to 1980 and how the S&P 500 behaved within the life of each. The circles highlight the various double-digit positive returns during […]
Market Turmoil
Given the volatility in both the stock and bond markets, we wanted to explain what is causing the market dislocations and what we are doing about it. The cause is simple: inflation. Higher prices are rippling through the economy and stock market. In the chart below, you can see changes in prices in different components. […]
Trifecta Capital Advisors announces three co-founder names: Jeff Berman, Sue Oleari, Paul Tromp
Company cofounders Jeff Berman, Sue Oleari, and Paul Tromp have formally announced the launch of Trifecta Capital Advisors, an SEC Registered Investment Advisory firm based in Northbrook, IL. Our independently owned and operated firm is dedicated to providing an integrated approach to money management and financial well-being. Prior to founding the new firm, the three […]