The Link Between Financial Health and Physical Health

By aaptiv logo
November 1, 2018
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Thanksgiving – with its juicy turkey, rich side dishes (scalloped potatoes, anyone?), and an array of desserts—isn’t the most health-conscious holiday. But neither is the day after Thanksgiving. Black Friday is one of the biggest consumer holidays of the year, with hoards of people lining up in the middle of the night to score deals on everything from clothes to cell phones to TVs. A spending frenzy won’t have the same immediate impact on your body as multiple slices of pumpkin pie. But, there’s no denying the strong link between financial and physical health. Here, we explore how your finances affect your health and how you can get a better handle on your money—and health—in the process.

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By Trilogy Financial
September 18, 2018

Businesses with more than one owner face unique challenges in planning for the future. A buy-sell agreement is an arrangement between business partners to govern potential ownership transitions, including the “four Ds”: death, disability, divorce and disagreement.

One of the advantages of a buy-sell agreement is that can protect the company and the remaining owners by outlining how the departing owner’s shares are handled.

Click here to read the full story.

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By
October 27, 2026

Irvine, California‑based Trilogy Financial launched Trilogy Tax & Consulting, an affiliated company that will provide tax preparation and consulting services for its clients.

Trilogy said the affiliate would help its advisors connect clients with tax professionals, identify tax planning opportunities and integrate tax mitigation strategies into financial plans. The firm said the services are intended for individual, family and business‑owner clients.

“We are excited to continue building out our capabilities available through our affiliated businesses with the addition of our new tax and consulting offering,” said Jeff Motske, Co‑Founder, President and CEO of Trilogy Financial. “As clients’ financial lives become increasingly complex, it is important to provide services beyond traditional investment management.”

Founded in 1999, Trilogy has 10 regional offices and more than $5 billion in advisory and brokerage assets.

In March 2024, Trilogy announced an investment by Toronto‑based private equity firm Peloton Capital Management.

“The launch of Trilogy Tax & Consulting reinforces our ongoing focus on partnership, organic growth and delivering differentiated resources to help advisors better serve clients,” Motske said. Read more here.

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