‘Twas the week before New Year, and all through the Street, Investors smiled at the year’s balance sheet. The markets […] The post ‘Twas The Week Before The New Year appeared first on TriaGen ..read more

November is upon us, and along with pies, family gatherings, and holiday décor comes another annual event with just as […] The post Maximize Your Healthcare Plan: Navigating Open Enrollment For 2025 appeared first on TriaGen ..read more

With the impending election, the question we’re hearing almost daily from clients is, “Should I change my investment strategy based […] The post The Short Answer: How To Handle Your Portfolio During The Election appeared first on TriaGen ..read more

In today’s increasingly digital world, protecting your personal and financial information has never been more critical. Even when you’ve done […] The post Protecting Your Data In An Era Of Rising Cybersecurity Threats: Simple Steps For Peace Of Mind appeared first on TriaGen ..read more

If you’ve been paying attention to the market over the past few weeks, you’ve likely noticed a lot of changes. […] The post How To Outsmart Your Investment Biases For Long-Term Wins appeared first on TriaGen ..read more

Investing is all about diversification—spreading investments across different asset classes to balance performance and maximize growth opportunities. For the past […] The post Small-Cap Stocks: The Underdog Heroes of Market Rotations appeared first on TriaGen ..read more

When it comes to managing your finances, there’s no one-size-fits-all approach. At TriaGen, we’re all about crafting a personalized plan that fits your specific needs and aspirations. So, whether you’re just starting out on your financial journey or looking to fine-tune your strategy, our Financial Planning Order of Operations Checklist is designed to help you navigate every step with confidence and clarity. Build Your Emergency Fund First things first: set up your emergency fund. This fund acts as your safety net during unexpected financial bumps, such as car repairs or unexpected medical e ..read more

On May 16, 2024, the Dow Jones Industrial Average reached a milestone of 40,000. This is a significant achievement for the stock market and evidence of the power of long-term investing. Nick, one of our founding partners, was licensed in December 1981 when the Dow was at 875. At that time, a book titled Dow 3,000 predicted the index would hit 3,000, which seemed overly optimistic. Just 17 years later, another book, Dow 40,000, forecasted the Dow would reach 40,000 by 2016. Despite the skepticism, the Dow has now surpassed that mark, demonstrating a remarkable growth trajectory. Since 1981, th ..read more

Aging is a natural part of life, but sometimes the changes it brings can signify something more than just getting older. Last month, we discussed the importance of cognitive abilities and looked at steps to boost cognitive health. Building on that, it’s crucial to differentiate between normal aging and potential cognitive decline. Early recognition and intervention can ease future challenges, not just for those experiencing these changes but for their families as well.   Recognizing Signs and Understanding the Difference While memory lapses can be a normal part of aging—for instance, misp ..read more

In the realm of retirement planning, discussions often gravitate toward financial stability, investment portfolios, and long-term care insurance. However, one frequently overlooked essential aspect is cognitive health. At TriaGen Wealth Management, we believe cognitive health is not just an asset but an investment that we should be talking about for a fulfilling retirement.   The Value of Cognitive Health in Retirement Cognitive health is arguably the most valuable asset for those looking forward to enjoying their retirement years. A sharp and healthy mind opens doors to actively engaging ..read more