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Image of an American flag, with a person looking out of them similar to window blinds.
Mihail Dobrinov | Mar 17, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
A brain surrounded by circles representing brain waves
Mihail Dobrinov | Feb 17, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Mihail Dobrinov | Jan 17, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
Couple walking in a field with the ocean in the background
Mihail Dobrinov | Dec 17, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Man reading newspaper next to laptop and phone
Mihail Dobrinov | Nov 17, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
Read More
Set of keys beside miniature house
Mihail Dobrinov | Oct 17, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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grayscale photo of 1-21 Wall street signage by Chris Li courtesy of Unsplash.
Mihail Dobrinov | Sep 26, 2023

A Brave New World Or Back To The Old Normal

Investment Outlook

 

 

A Brave New World Or Back To The Old Normal

 

Investment Outlook and Strategy

September 2023

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Key Points

  • The outlook for
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Grandmother with child
Mihail Dobrinov | Sep 17, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Two women meeting in an office space.
Mihail Dobrinov | Aug 17, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More
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Mihail Dobrinov | Jul 17, 2023

Are Emerging Markets Equities a Wholesale Buy?

Market Commentary
The environment is not conducive to EM outperformance. Investors should not get excited about emerging markets as a whole and buy the index. Instead, they need
Read More
Man sitting on bench in park
Mihail Dobrinov | Jul 17, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More
Two people at work high fiving at a desk
Mihail Dobrinov | Jul 3, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
Read More

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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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