Investment | Trinity Wealth Management

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

College Savings

See how much you may need to save now to cover future college costs for your child.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.