Posts

2025

• March 16th Protect Your Portfolio | How to Reduce Risk and Grow Wealth
• March 16th Where Did All Your Money Go? Tax-Efficient Investment Tips
• February 10th Income Structured Note: Smarter Approach to Maximize Returns| Triathlon Partners TV
• February 4th Wealth Building Workshop
• January 23rd Japanese Stocks Custom Structured Note | Triathlon Partners TV
• January 8th Roth IRAs vs. IUL : Tax-Free Growth and Market Protection | Triathlon Partners TV
• January 8th Callable Income Structured Notes | Triathlon Partners TV

2024

• December 31st Deferred Sales Trust: Maximize Wealth & Minimize Taxes
• December 27th Diversification is Integral to Long Term Investment Success
• December 27th Investment Strategies for 2025, The Election, Fed & Tesla
• December 19th Roth IRA Conversions Maximize Retirement Savings
• December 8th Maximize Your Retirement Savings: Traditional and Roth IRAs Explained 💰📈
• December 8th Long Term Care Insurance Explained
• December 6th December’s Structured Notes Provide Tremendous Opportunity 📈
• November 30th Tax Loss Harvesting: Strategies, Benefits & Considerations
• November 30th Fixed Income & Dividends Offer Diversity & Opportunity
• November 12th Invest Smarter with Structured Notes November 2024
• October 20th Point-to-Point Investment Strategy: Growth with Protection
• October 15th Survivorship Life Insurance: The Perfect Estate Planning Tool
• October 2nd TriathlonPartnersTV: RILAs Unpacked: Understanding Buffers and Caps
• September 26th TriathlonPartnersTV: Mastering Retirement: The Secret to a Balanced Portfolio
• September 26th TriathlonPartnersTV: Unlocking Tax-Efficient Investing: Maximize Your Returns!
• September 10th TriathlonPartnersTV: Structured Note Issue for September 2024: Diversification, Participation & Buffer
• September 5th TriathlonPartnersTV: MYGA have the highest yields, not US bonds or CDs
• September 5th TriathlonPartnersTV: Higher Capital Gain Tax Impact on The Market
• September 5th TriathlonPartnersTV: The TAX-Apocalypse is Coming !!!
• August 28th TriathlonPartnersTV: Charity Donations, How to Maximize
• August 24th TriathlonPartnersTV: Estate Planning
• August 15th TriathlonPartnersTV: Structured Notes
• August 15th TriathlonPartnersTV: Annuities, RILA s & Tax-Deferred Growth
• August 15th TriathlonPartnersTV: Retirement Annuity
• August 8th TriathlonPartnersTV: Indexed Universal Life Insurance vs Deferred Taxable Investment
• August 3rd TriathlonPartnersTV: Key Employee Retention & Succession Planning
• August 3rd Succession Planning: Insurance Can Fund Your BUYOUT
• July 30th Can The Rotation Continue? The Fed, Current Trends & Historical Performance
• July 22nd The Election’s Impact on the Market
• July 17th The New Trend: Rotation, Not Just for Small Caps
• July 11th Into the Weeds: Which Way Did the Market Go?
• July 9th July 2024 Structured Notes: Don’t be concerned about buying stocks at the high, they have you protected.
• July 9th WHOLE LIFE: THE DEVIL IS IN THE DETAILS
• July 3rd Retirement Spending: Fund your H.U.G. with Annuities
• June 20th What is your Life Investment Plan?
• June 13th Triathlon University: Structured Notes 201
• June 10th Everyone Loves a ROTH IRA, Universal Life is just as Potent
• June 7th Maiximize your Life Insurance Policy with Potential Income
• June 5th Congrats, You’re Alive!! Now What to do with that Life Insurance Policy
• May 29th How Do We Lower Your Volatility
• May 23rd TAX-APOCALYPSE: Take Control of your Legacy
• May 21st Triathlon University: RILAS, MAY THE BUFFER BE WITH YOU !!
• May 16th The Benefits of an Income Annuity in your Retirement Plan
• May 13th The Rule of 72: Double the Fun !!!
• May 7th Triathlon University: What is the Correct Amount of Life Insurance
• May 2nd Yield Lockdown
• May 2nd A Bigger Egg in a Smaller Basket
• May 2nd Location, Location, Location: Where are your equities located ?
• May 2nd Product Spotlight: Retirement Annuities
• May 1st Product Spotlight: Long Term Care Insurance Premiums
• May 1st Small Business Success Strategies
• April 30th Triathlon University: Early & Often, The Way Champions Save