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 […]
Announcing… Trifecta Capital Advisors: Chicago-Based Wealth Management Services for a Discerning Clientele
We are so excited to introduce you to Trifecta Capital Advisors, our newly establishedRegistered Investment Advisory (RIA) firm. We chose the name Trifecta because it reflects the benefit of combining the skill sets and experiences of the three owners as well as our commitment to three key elements of industry-leading client experience: In numerous traditions […]