Trio Wealth Touchpoints

Announcements

New Team Member

Trio Wealth Management, LLC is pleased to announce the addition of Lauren Bell, MBA, to the team! Lauren joins Trio Wealth as a Client Relationship Manager. She is responsible for…

devbuntonJune 12, 2024

Newsletters

Q2 2024 Newsletter

The first quarter of 2024 saw all new market highs with Large-Cap stocks leading the charge amid economic growth coming in at 3.2% in the 4th quarter of 2023 and…

devbuntonApril 12, 2024

Newsletters

Q1 2024 Newsletter

Coming into 2023, investor pessimism was high. The markets had performed terribly in 2022, with the S&P 500 index ending down 18.1% and the traditional retirement portfolio (60% Stock and…

devbuntonMarch 28, 2024

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New Team Member

Q2 2024 Newsletter

Q1 2024 Newsletter

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