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Triad Insights

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

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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.
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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?
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Dave Hutchison, CFA | May 16, 2024

7 Common Banking Scams (and how to avoid becoming a victim)

Smart Investing
Long-term Investing; Financial Advice
Investment Planning
Investment Advice
Consumers lost more than $10 billion to fraud last year. Don't let it happen to you.
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Dave Hutchison, CFA | May 2, 2024

Invest wisely...then buy an island?

Smart Investing
Investing
Long-term Investing; Financial Advice
It’s not often that an entire island comes up for sale – but this week one did and if you invest wisely, you too could own your very own island.
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Dave Hutchison, CFA | Apr 26, 2024

The Lost Art of Thinking

Investments
Investing
Smart Investing
Retirement
Long-term Investing; Financial Advice
In the past, data gathering was difficult and expensive. Now, with the internet it’s just the opposite...
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Dave Hutchison, CFA | Apr 12, 2024

Competitive Advantage

Investing
Smart Investing
Long-term Investing; Financial Advice
We use a “shopping list” approach in our investing to better understand a group of companies well before we buy them into portfolios.
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Dave Hutchison, CFA | Apr 5, 2024

A Second Opinion

Investing
Smart Investing
Long-term Investing; Financial Advice
When I hear the term “Second Opinion” I tend to think of medicine...second opinions have broader applications, including in the world of investment management.
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Dave Hutchison, CFA | Jan 26, 2024

Great Theme = Great Investment?

Investments
Investing
Smart Investing
Long-term Investing; Financial Advice
Investment Advice
Investment Planning
In investing, transformative waves periodically sweep through. With the genuine promise of societal change. Think of automobiles and aviation for starters.
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Dave Hutchison, CFA | Oct 26, 2023

Bumpy Markets

Investing
Smart Investing
Stock Market
Long-term Investing; Financial Advice
What should you think about bumpy markets?
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About Us

We are dedicated to providing investment management and strategic wealth planning services. Simply put, we strive to be our client's trusted advisor.

Office

1301 Dove Street
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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