TPW Monthly Update: S&P 500 and Dow Jones Trade Within 5% of Their All-Time Closing Highs
S&P 500 and Dow Jones Trade Within 5% of Their All-Time Closing Highs
top of page
Blogs
Jul 26, 2023
TPW named to FA Magazine's "50 Fastest Growing RIA's" and "America's Top RIA's" lists for 2023.
TrinityPoint Wealth named to the “50 Fastest Growing RIA’s" and “America’s Top RIA’s” lists by Financial Advisor Magazine. We are excited...
Jul 10, 2023
2Q 2023 Recap & 3Q 2023 Outlook
2Q 2023 Recap & 3Q 2023 Outlook
Jun 30, 2023
Dana Mascalo named as AdvisorHub’s “Top 100 Advisors to Watch” for 2023.
Dana Mascalo named as AdvisorHub’s “Top 100 Advisors to Watch” for 2023.
Jun 14, 2023
TrinityPoint Wealth awarded Best of Milford Region 2023
It is with great pleasure that we announce TrinityPoint Wealth has won “Best Financial Planner” in Milford for 2023. At TrinityPoint...
Jun 2, 2023
Stocks Diverge, Yields Rise, & Artificial Intelligence Theme Gains Traction
Stocks Diverge, Yields Rise, & Artificial Intelligence Theme Gains Traction
May 22, 2023
Jim Betzig, Named As One Of Barron’s Top 1,200 Advisors
FOR IMMEDIATE RELEASE Barron’s 2023 Top Advisor Rankings by State have been released and TrinityPoint Wealth is pleased to...
Apr 17, 2023
5 Reasons to Rethink Financial Wellness
5 Reasons to Rethink Financial Wellness
Employees are worried about their finances. They worry about them in the evenings, on weekends and
Apr 4, 2023
Financial Markets Start 2023 Strong
1Q 2023 Recap & 2Q 2023 Outlook First quarter economic data showed the U.S. economy entered 2023 with considerable momentum, even in...
Mar 13, 2023
Silicon Valley Bank Update From TrinityPoint Wealth
Monday, March 13, 2023 On Friday, it was announced that Silicon Valley Bank, one of the tech industry's largest banks, was closed by...
Jan 13, 2023
JR Romano elevated to partner at TrinityPoint Wealth
FOR IMMEDIATE RELEASE Milford, CT January 13, 2023 TrinityPoint Wealth is pleased to announce that effective January 1, 2023, JR Romano...
Dec 21, 2022
Dana Mascalo, Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fifth Year in A Row!
Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...
Aug 18, 2022
TrinityPoint Wealth has won Best Financial Advisor in Milford for 2022
Milford CT-It is with great pleasure that we announce TrinityPoint Wealth has won Best Financial Advisor in Milford for 2022. As a firm...
Jul 5, 2022
Looking Back at a Rocky First Half of 2022
2Q 2022 Recap & 3Q 2022 Outlook Financial markets remained unsettled and volatile during the second quarter. The stock market’s trend...
May 23, 2022
Medicare Scams: What You Need to Know
Medicare Scams can be dangerous to senior citizens if they do not know how to identify a scam call.
Apr 21, 2022
How to Calculate the ROI a College Gives Graduates
There are now sources that will show you the ROI of thousands of colleges and universities across the United States.
Apr 19, 2022
News and Information for Employers: The biggest trending benefit this year
What do employees want - is it comprehensive benefits, flexible schedules or increased compensation? Responses range from guaranteed income
Apr 8, 2022
Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
Apr 5, 2022
Recapping the Bumpy 1Q 2022 Ride
This quarter’s letter recaps the bumpy first quarter ride and discusses the key market themes impacting your portfolio.
Top
bottom of page