Trilogy Financial, a privately-held financial planning firm with over $2 billion in client assets, utilizes a combination of our best technology and broad perspective to help you advance your tomorrows.

The #1 Challenge Investors Face

March 01, 2017 by

It’s simple, investing is emotional.  

​Using News Headlines to Adjust Your Portfolio

February 27, 2017 by

Many people think that the purpose of mass media is to inform the public of important facts, but is that completely true?

When Investing is a Bad Idea

February 23, 2017 by

Accomplishing your financial goals takes comprehensive planning. Looking at things from all angles to figure out the most efficient ways to get where you want to be both in the short and long-term.

The Wonderful Ride of Investing

January 22, 2017 by

When it comes to investing, the risks and rewards are not easily deciphered.  There is no track ahead to look but similar to amusement rides, can be seen differently depending on the perspective of the individual.

RISK: What should you be looking out for?

October 19, 2016 by

Risk is a fundamental aspect of the human experience. Daily activities, such as walking down a flight of stairs, are more risky to some than to others. 

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Advisory services provided by TrilogyCapital, Inc,. a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC,. Certain registered representative with NPC are doing business under the name of Trilogy Financial. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC. Please consult with your representative to confirm, on which company’s behalf services are being provided.