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Mihail Dobrinov | May 17, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Mihail Dobrinov | Apr 17, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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grayscale photo of 1-21 Wall street signage by Chris Li courtesy of Unsplash.
Mihail Dobrinov | Apr 8, 2025

Quo Vadis? Investing In The Time of Tariffs

Investment Outlook and Strategy
Trade tariffs are the new reality. What does that mean for your portfolio and how to navigate the new environment?
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Mihail Dobrinov | Mar 17, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Mihail Dobrinov | Feb 17, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Mihail Dobrinov | Jan 17, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Mihail Dobrinov | Dec 17, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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grayscale photo of 1-21 Wall street signage by Chris Li courtesy of Unsplash.
Mihail Dobrinov | Dec 6, 2024

Monetizing Large Capital Gains Without Incurring Large Tax Bill

Financial Planning
Tax Planning
Investments
Do you own a stock with large capital gain and would like to monetize it partially or fully? Selling outright will produce a huge tax bill. There are other
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Mihail Dobrinov | Nov 17, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Mihail Dobrinov | Oct 17, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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grayscale photo of 1-21 Wall street signage by Chris Li courtesy of Unsplash.
Mihail Dobrinov | Oct 9, 2024

529 Plans – Parents’ Best Friend

Financial Planning
College nowadays costs an arm and a leg. Enter the 529 Plans.
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Mihail Dobrinov | Sep 17, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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E: contact@trimoncapital.com

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ADV Part 2 | Privacy Policy  | Disclaimers & Disclosures

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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