Trilogy Financial

5 Money Conversations to Have With Your Kids Before They Go to College

By Trilogy Financial
August 23, 2018
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It’s never too early to begin discussing the concept of money and personal finances with your children. In fact, some financial experts suggest these conversations should begin during elementary school.

For parents who missed that boat (and you’re not alone if that’s you), all is not lost. It’s even more critical to sit your child down and talk about effective personal finance management as he or she is preparing to leave the nest for college, a time in life when they’ll be faced with credit card offers; signing onto student loans, and, in many cases, living on their own for the first time.

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By Trilogy Financial
March 16, 2020

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. First and foremost, do not let fear guide your decisions. Market swings are inevitable. Long-term, goal-oriented investors understand the need to stay the course and, at times, do nothing at all. Dave Ramsey suggests the following, “Do not get off the roller coaster in the middle of the ride.”  Those who heeded this sound advice back in 2008 benefitted from the market rebound in 2009 and beyond.

Of course, our Financial Advisors are always available to address any specific concerns you may have and, if necessary, re-evaluate your financial plan. Clearly, times change. If your life, goals, or risk tolerance has changed, let’s sit down and make sure we are still on the best track for you to achieve financial independence.

Please know that Trilogy Financial remains committed to providing the resources you need to navigate through the uncertainty. Most importantly, rest assured knowing that this too shall pass and that you are not alone.

 

 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.  All investing involves risk including loss of principal. No strategy assures success or protects against loss.  The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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By
November 10, 2026

Trilogy Capital recruited Steve Whitman as Senior Vice President of Wealth Management in its San Diego office. Whitman previously managed approximately $225 million in client assets at Morgan Stanley.

According to Trilogy, Whitman has worked with affluent families around the world on financial strategies spanning multiple generations.

“Steve is exactly the kind of distinguished advisor we want at Trilogy,” said Jason Inglis, Chief Development Officer, Trilogy. “His four decades of experience and client-centric approach reflect the values our firm was built on, and we are proud to welcome him to Trilogy.”

“Trilogy provides the depth of resources and a team of experienced advisors to partner with,” said Whitman. “Clients will have access to Trilogy’s broader resources, including investment management, comprehensive advanced wealth planning and tax preparation. This move is a real positive for myself and my clients.”

Whitman will work alongside Windus Fernandez Brinkkord, Senior Vice President of Wealth Management at Trilogy. She joined the firm in 2003 and specializes in exit strategies for business owners.

“Steve’s wealth of knowledge and genuine passion for serving his clients is a strong complement to Trilogy’s approach,” said Brinkkord. “We’re excited to partner with him and to offer clients an expanded, collaborative experience.”

Read the full article here.

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