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Triad Insights

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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An exit sign in a modern office building
Triad Investment Management | Jul 25, 2022

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Professionally dressed man and woman looking at a tablet
Triad Investment Management | Jul 7, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Two yellow balloons with smiley faces on them
Triad Investment Management | Jun 13, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Triad Investment Management | May 23, 2022

Talking to your Aging Parents about Finances

As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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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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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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