Educational Videos

> Understanding Separately Managed Accounts (SMAs)
> Separately Managed Accounts and Mutual Funds: What's the Difference?

News Articles

Market Information

2019 Annual Review

Monthly Newsletter

Quarterly Market Review

Market Month

Our Thoughts

Resolutions are Bogus

When January rolls around, many people declare a new year resolution. “I’m going to lose weight!” “I’m going to eat better!” “I’m going to spend more time with my family!” We resolve to change something about ourselves that’s inherently become a part of who we are. But many of these “resolutioners” fall short in their […]

0 comments

Interview Series: Getting the Ball Over the Goal Line

Striking out as an entrepreneur with a keen ability to manage risk is what allowed attorney Toby Reynolds, managing partner at Hansen Reynolds, to excel in a risk averse industry. Triumph Wealth: If you could give the “you of 20 years ago” one piece of entrepreneurship advice, what would it be? Reynolds: I’m a patent […]

0 comments

My Very Outspoken View on Succession Planning

To say that I don’t agree is an understatement. The buzz, hype, and talking heads concur that businesses should be sold as quickly as you can. This is an expensive mistake and one that can rob you of your retirement as a business owner. Here’s my outspoken view on succession planning. It’s a glorified form […]

0 comments