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...
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- 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.
- Feb 18, 2022
February is Financial Aid Awareness Month. Did you know these 5 facts about Financial Aid?
With February being Financial Aid Awareness Month, take a look at this description of financial aid opportunities for students entering coll
- Jan 12, 2022
Lift Retirement: How to Prepare for a 401(K) Audit
From this perspective, you might think there is no chance that you’re walking out of an audit unscathed. However, the outlook is a little...
- Jan 6, 2022
News for Retirees in 2022: Social Security Benefit Increases & Other Adjustments
As people approach their golden years and prepare to transition out from full-time work, personal and financial considerations begin to...
- Jan 5, 2022
Fourth Quarter Recap & First Quarter Outlook
Stock Market Themes Carry into Fourth Quarter The fourth quarter was a mixture of all the investment themes that defined 2021. Consumer...
- Dec 17, 2021
“Until Death Do Us Part…”
Most of us have heard these words over the years, as we or our loved ones were married; “For richer or poorer, in sickness and in health,...
- Dec 14, 2021
Investing as Future-Building: How Investors are Approaching ESG Investing
Investing is not just about money—it’s about the future. Investors shape the future they envision through their contributions, and the...
- Dec 14, 2021
Dana Mascalo Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fourth Year in A Row
Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...
- Nov 19, 2021
Eric Passeri Talks Inflation on the Chaz & AJ Show
What is inflation, how is it affecting the state, and where does it stop? “Mr. Inflation” Eric Passeri from TrinityPoint Wealth explains...
- Nov 17, 2021
Cybersecurity Matters — Protect Your Assets and Wealth Against Cyber Threats
Let’s take a look at some common security threats and how people can protect their assets and wealth against these cyberattacks and breaches
- Nov 17, 2021
Congratulations To Our Five Star Women In Wealth Award Winners
We are pleased to announce Five Star award winners Dana Mascalo and Lise Robinson’s appearance in a Women in Wealth special section in...
- Nov 2, 2021
Ask Dana! Eight Important Year End Reminders for 2021
The clock is ticking! With the end of the year approaching, here are some important financial planning and tax reminders to consider...
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