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  • A Message Regarding Current Events

    We have no doubt that the Coronavirus and the market volatility surrounding it have dominated your newsfeed of late. Naturally, this leads to questions and concerns about the market in general, and about how it impacts you specifically. It is true that there are a lot of variables at play, a great majority of them out of your control. What is under your control is how you respond, or not. ... Read more
  • 5 Things to Look for When Hiring a Financial Planner or Financial Advisor

    By: Tyler Gallagher | As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Jeff Motske, CFP®, president and CEO of Trilogy Financial, author of “The Couple’s Guide to Financial Compatibility” and host of “The Jeff Motske Show.” Jeff Motske, CFP®, is president and CEO of Trilogy Financial, a privately held financial planning firm headquartered in ... Read more
  • Time on Your Side: A Guide to Millennial Investing

    Written by: Bankrate Staff | Millennials (individuals born between 1981 and 1996) number 83.2 million and are characteristically known as the largest, best-educated and most diverse generation in U.S. history. However, saving for retirement, budgeting and establishing and maintaining a financial plan remains a challenge for millennials, according to the National Institute on Retirement Security. Nearly half of all millennials are already concerned about their ability to retire when they ... Read more
  • Smart Money Circle Podcast ft. Steve Hartel (Part II)

    Steve Hartel joins Smart Money Circle Host Adam Sarhan in Part 2 to discuss Timeless Investing Lessons & The "Best" Advice. Steve oversees more than $2 billion in assets at Trilogy Financial. Listen now. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) to help you learn timeless lessons from real-life money managers. Disclaimer: All our work ... Read more
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