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Triad Insights

Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Triad Investment Management | Jul 8, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Triad Investment Management | Jun 24, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Passive Income Investments: How to Make Your Money Work for You
Triad Investment Management | May 3, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Finance
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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The Pros and Cons of Investing in a 529 Plan for College
Triad Investment Management | Apr 1, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Education
Investments
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Selling Your Home After Retirement: The Benefits of Downsizing
Triad Investment Management | Mar 1, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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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.

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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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