Money is something every couple talks about and struggles with at some point and it can be one of the biggest sources of stress in a relationship. Add kids to that, and you’ve got even more financial demands and desires to think about. It’s something Chris and I constantly have to work on and we’re still not where we’d like to be in the twilight of our careers. But outside of winning the lottery, how can we fix our financial woes? Is it too late for us?
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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Trilogy Capital, a $5 billion wealth manager based in Irvine, Calif., is acquiring Mountain Capital Investment Advisors, a $1 billion registered investment advisor firm in Westminster, Colo.
Trilogy says the deal is its largest acquisition of the year and will establish its 11th office location and its second in Colorado.
Mountain Capital was founded in 2011 by Brandt Burns, a former U.S. Marine and airline pilot who says that joining Trilogy will provide his team of advisors with additional resources to improve their service model while preserving much of their operating model.
“We will retain our brand and unique position in the marketplace, and our leadership team, advisors, and staff will remain intact, so client disruption should be minimal,” he says. “This important move for our firm will not replace what we’ve built—it will strengthen it.”
In addition to Burns, other members of Mountain Capital have worked as pilots or in other roles in the aviation industry, and it has a niche serving clients who work in that sector. Brandt’s wife, Mountain Capital co-founder Michelle Burns, spent 14 years as a senior manager for United Airlines. At Mountain Capital, she led development of a specialized tax-preparation service designed for pilots and other aviation-industry professionals. Trilogy says that an affiliated company, Trilogy Tax & Consulting, will absorb Mountain Capital’s tax service.
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