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How to Calculate the ROI a College Gives Graduates
  • Apr 21

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.
News and Information for Employers: The biggest trending benefit this year
  • Apr 19

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
Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
  • Apr 8

Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor

Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
Recapping the Bumpy 1Q 2022 Ride
  • Apr 5

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.
February is Financial Aid Awareness Month. Did you know these 5 facts about Financial Aid?
  • Feb 18

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
Lift Retirement: How to Prepare for a 401(K) Audit
  • Jan 12

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...
News for Retirees in 2022: Social Security Benefit Increases & Other Adjustments
  • Jan 6

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...
Fourth Quarter Recap & First Quarter Outlook
  • Jan 5

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...
“Until Death Do Us Part…”
  • 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,...
Dana Mascalo Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fourth Year in A Row
  • 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’...
Investing as Future-Building: How Investors are Approaching ESG Investing
  • 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...
Eric Passeri Talks Inflation on the Chaz & AJ Show
  • 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...
Cybersecurity Matters — Protect Your Assets and Wealth Against Cyber Threats
  • 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
Congratulations To Our Five Star Women In Wealth Award Winners
  • 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...
Ask Dana! Eight Important Year End Reminders for 2021
  • Nov 3, 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...
A Closer Look at Biden’s Tax Change Proposals
  • Oct 13, 2021

A Closer Look at Biden’s Tax Change Proposals

Nearly one year into the Biden administration, the White House is looking to make big changes to tax rates and regulations, with many...
Delta Variant Signals the Pandemic’s Continued Grip
  • Oct 6, 2021

Delta Variant Signals the Pandemic’s Continued Grip

The highly transmissible delta variant grabbed headlines during the third quarter. Figure 1 shows the number of daily new confirmed Covid-19
The Backdoor Strategy to a Smarter Retirement: The Pros, Cons, & Opportunities of Backdoor Roth IRAs
  • Sep 22, 2021

The Backdoor Strategy to a Smarter Retirement: The Pros, Cons, & Opportunities of Backdoor Roth IRAs

Backdoor Roth IRAs offer a unique investment opportunity to high-income earners looking for long-term financial planning. 
Why You Might Need A Registered Life Planner: An Interview with Managing Partner, Dana Mascalo
  • Aug 30, 2021

Why You Might Need A Registered Life Planner: An Interview with Managing Partner, Dana Mascalo

Listen to the latest episode of Maggie Germano's Money Circle podcast; ‘Why You Might Need A Registered Life Planner’, featuring TrinityPoin
Congratulations to Michele Martin, CFP®
  • Aug 23, 2021

Congratulations to Michele Martin, CFP®

We’re pleased to announce that Michele Martin has earned the distinguished Certified Financial Planner (CFP)® designation from the...
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