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Triad Insights

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Dave Hutchison, CFA | Dec 20, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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A brain surrounded by circles representing brain waves
Dave Hutchison, CFA | Dec 5, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Digital art image of a business person looking through a large set of binoculars.
Dave Hutchison, CFA | Nov 21, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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A trail in a forest splitting into two divergent paths.
Dave Hutchison, CFA | Nov 8, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance
Retirement

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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Dave Hutchison, CFA | Oct 11, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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An older man relaxing and laying down in an inner tube on relaxing water.
Dave Hutchison, CFA | Sep 16, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Close-up image of an elderly hand being held by a younger-looking hand
Dave Hutchison, CFA | Aug 30, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Person holding jar of coins with a 'savings' label
Dave Hutchison, CFA | Aug 2, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Dave Hutchison, CFA | Jul 19, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Dave Hutchison, CFA | Jul 5, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Smart Investing

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Dave Hutchison, CFA | Jun 7, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.
Read More
Man reading newspaper next to laptop and phone
Dave Hutchison, CFA | May 24, 2024

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
Smart Investing
Long-term Investing; Financial Advice
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
Read More

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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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Suite 1080
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 State of California Department of Financial Protection and Innovation (DFPI) and may be registered or notice filed in various other states, as required by law. 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.

Triad Investment Management, LLC is in no way affiliated with Triad Advisors, Triad Financial or other similarly named firms.

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