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Triad Insights

Dave Hutchison, CFA | Feb 22, 2023

Pay 2 Times

Investments
Investing
Smart Investing
Finance
Long-term Investing; Financial Advice
Do you think before you purchase? Should you?
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Dave Hutchison, CFA | Feb 10, 2023

Ted Talk

Investing
Smart Investing
Stock Market
Research
Warren Buffett
It’s well known that Berkshire Hathaway’s investment portfolio is being managed by more than just Warren and Charlie these days.
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Dave Hutchison, CFA | Jan 26, 2023

Not Following the Crowd

Investments
Investing
Smart Investing
Investment Advice
Investment Planning
Long-term Investing; Financial Advice
Read what Amazon's founder/former CEO/astronaut Jeff Bezos said about investing in 2021.
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Dave Hutchison, CFA | Jan 10, 2023

Who's Cooler?

Money
Investments
Investing
Long-term Investing; Financial Advice
From high school to wherever you are at today, there’s two groups of people you'll run into: optimists and pessimists.
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Dave Hutchison, CFA | Dec 20, 2022

Pensions: One Lump (Sum) or Two?

Retirement
Pensions
We are often asked by those fortunate enough to have a defined benefit pension plan – should I take my benefit as a lump sum at retirement?
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Dave Hutchison, CFA | Nov 29, 2022

Collection Time

Investment Advice
401(k)
Retirement
Investment Planning
Collections of portfolios. So many of us have them….from current and past employers and investment managers. But more accounts are not better.
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Dave Hutchison, CFA | Nov 3, 2022

(Almost) No News is Good News

Long-term Investing; Financial Advice
Add this to the spoilsport list of things we'd advise you to do less of: Read less (but not no) news.
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Dave Hutchison, CFA | Oct 11, 2022

5 Lessons your Home is trying to Teach You about Investing

Investing
Smart Investing
Long-term Investing; Financial Advice
Home Ownership
Wealth growth takes time.  Homes are often owned for 5, 10, 20 or more years.  Patience over time is rewarded. 
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Dave Hutchison, CFA | Sep 21, 2022

What Sounds Smarter?

Investing
Smart Investing
Stock Market
Long-term Investing; Financial Advice
Investment Advice
Oscar-winning actor Jack Palance once said in a commercial for aftershave, “confidence is very sexy…don’t you think?”
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Dave Hutchison, CFA | Aug 22, 2022

Money is Weird

Investing
Finance
Money
Reactance
Savings
Money is weird. It can buy some happiness for sure, despite the famous saying.
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Dave Hutchison, CFA | Aug 5, 2022

You Must First Finish!

Wealth
Investing
Warren Buffett
It’s my belief that the process of wealth creation is a combination of investment return plus the effects of investor behavior.
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Dave Hutchison, CFA | Aug 2, 2022

The Optionality of Wealth

Wealth
Investing
Finance
Savings
There’s money and there’s wealth.
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We are dedicated to providing investment management and strategic wealth planning services. Simply put, we strive to be our client's trusted advisor.

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Newport Beach CA 92660

P: (949) 679-3991
F: (949) 851-7912
E: contact@triadim.com

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Triad Investment Management, LLC is a registered investment adviser with the Securities and Exchange Commission, is notice filed in its home state, and may be notice filed in various other states. Triad Investment Management, LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where Triad Investment Management, LLC and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

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