Trio Wealth Touchpoints

Newsletters

Q4 2026 Newsletter

In this Q4 newsletter, we discuss an old Wall Street Adage: “Sell in May and Go Away” and also recognize Trio Wealth’s three-year anniversary. Download Q4 2026 Quarterly Newsletter Here

devbuntonOctober 7, 2026

Announcements

Northern Virginia Magazine Top Financial Professionals in 2026

We’re proud to share that Michelle Hundley, JD, CFP® and Kevin McLoughlin, CFP® have again been named among Northern Virginia Magazine’s Top Financial Professionals in 2026. This honor reflects nominations…

devbuntonAugust 21, 2026

Newsletters

Q3 2026 Newsletter

In this Q3 newsletter, we discuss nearly 100 years of market history and provide mid-year financial planning action items. Download Q3 2026 Quarterly Newsletter Here

devbuntonJuly 8, 2026

Announcements

New Team Member

Trio Wealth Management, LLC is pleased to announce the addition of Charlotte Bell to the team! Charlotte joins Trio Wealth as a Wealth Advisor. Charlotte will partner with senior advisors,…

devbuntonMay 18, 2026

Newsletters

Q2 2026 Newsletter

In this Q2 newsletter, we discuss market turmoil due to geopolitical events and practical steps you can take to protect your financial data. Download Q2 2026 Quarterly Newsletter Here

devbuntonApril 7, 2026

Announcements

Lauren Bell, MBA, has passed the Series 65 Exam

We are proud to announce that Lauren Bell, MBA, has passed the Series 65 Exam, also known as the Uniform Investment Advisor Law Examination. Passing this exam is a major…

devbuntonMarch 2, 2026

Newsletters

Q1 2026 Newsletter

In this Q1 2026 newsletter, we discuss market performance, take a look back at Wall Street’s 2025 forecasts, and explore themes that are expected to play out in 2026. …

devbuntonJanuary 9, 2026

Newsletters

Q4 2025 Newsletter

In this Q4 newsletter, we discuss market performance, year-end financial planning opportunities and Trio Wealth’s second anniversary. Download Q4 2025 Quarterly Newsletter Here

devbuntonOctober 7, 2025

Announcements

Northern Virginia Magazine Top Financial Professionals in 2025

We’re proud to share that Michelle Hundley, JD, CFP® and Kevin McLoughlin, CFP® have been named among Northern Virginia Magazine’s Top Financial Professionals in 2025. This honor reflects nominations from…

devbuntonSeptember 4, 2025

Newsletters

Q3 2025 Newsletter

In this Q3 newsletter, we discuss market performance, the One Big Beautiful Bill Act, and provide a primer on education expense planning, including 529 account features. Download Q3 2025 Quarterly…

devbuntonJuly 8, 2025

Newsletters

Q2 2025 Newsletter

Instead of our usual quarterly recap, this newsletter will focus on the political and economic events that began on April 2nd when the White House administration announced sweeping tariffs on…

devbuntonApril 10, 2025

Announcements

Touchpoint March 2025

Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. As we have discussed in our Quarterly Newsletters, maintaining portfolio discipline is the hallmark of a…

devbuntonMarch 10, 2025

Gain Valuable Financial Insights Below.

Q4 2026 Newsletter

Northern Virginia Magazine Top Financial Professionals in 2026

Q3 2026 Newsletter

New Team Member

Q2 2026 Newsletter

Lauren Bell, MBA, has passed the Series 65 Exam

Q1 2026 Newsletter

Q4 2025 Newsletter

Northern Virginia Magazine Top Financial Professionals in 2025

Q3 2025 Newsletter

Q2 2025 Newsletter

Touchpoint March 2025

Recent Posts From The Newsroom

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