Press Coverage

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

Steve Hartel joins Smart Money Circle Host Adam Sarhan in this part 1 of 2 to discuss his investment strategy approach for clients. 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 ... Read more

For most people, retirement planning is a critical, but often overlooked, a step that they don’t face until later in life. Just like most things on Wall Street, there are several ways to successfully plan for your retirement, the key is to find one that works for you. That said, here are three timeless lessons for your consideration: 1. Enough Money Is Not Enough - Your Living Expenses Will Be ... Read more