Nov 1Treasury Yields Rise Following the Fed’s September Rate Cut - Monthly Market Update | November 1, 2024Treasury Yields Rise Following the Fed’s September Rate Cut
Oct 3Client Letter | 3Q 2024 Recap & 4Q 2024 Outlook3Q 2024 Recap & 4Q 2024 Outlook; Key Updates on the Economy & Markets
Apr 81Q 2024 Recap & 2Q 2024 OutlookThe S&P 500 returned +10.4% in Q1 and is now trading at a valuation multiple that we have not seen since the January 3rd, 2022, peak.
Mar 4Stocks Trade Higher in February as the Rally Broadens OutStocks Trade Higher in February as the Rally Broadens Out
Jan 8TrinityPoint Wealth - 4Q'2023 Recap & 1Q 2024 OutlookTrinityPoint Wealth - 4Q'2023 Recap & 1Q 2024 Outlook
Jun 14, 2023TrinityPoint Wealth awarded Best of Milford Region 2023It is with great pleasure that we announce TrinityPoint Wealth has won “Best Financial Planner” in Milford for 2023. At TrinityPoint...
Apr 21, 2022How to Calculate the ROI a College Gives GraduatesThere are now sources that will show you the ROI of thousands of colleges and universities across the United States.
Apr 8, 2022Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth AdvisorJim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
Apr 5, 2022Recapping the Bumpy 1Q 2022 RideThis quarter’s letter recaps the bumpy first quarter ride and discusses the key market themes impacting your portfolio.