TritonPoint Wealth

Investing is only half the story.

How you spend, structure, and withdraw your wealth can have an even greater impact on long-term outcomes than how you build it. From tax efficiency and asset location to ownership structure, thoughtful planning is key to preserving and maximizing wealth.

In this piece, Ryan Ferrell breaks down the often-overlooked “art” behind using wealth wisely.

Read the full blog here: https://www.tritonpointwealth.com/investing-is-only-half-the-story-the-art-of-spending-wealth-wisely/

Today, we celebrate the fathers, mentors, and role models who lead with integrity, discipline, and long-term vision—both at home and in life.

The values passed down through generations—hard work, responsibility, and stewardship—are the same principles that shape lasting legacies.

Happy Father’s Day to those building not just for today, but for the future of their families.

Markets climbed higher this week—but under the surface, the story is shifting.

The Nasdaq led gains (+2.74%), followed by the S&P 500 (+1.52%) and Dow (+1.41%), while the Fed struck a more hawkish tone in Chair Warsh’s first meeting.

📊 Key takeaways:
• Retail sales surprised to the upside (+0.9%)
• Inflation expectations eased
• Housing starts dropped sharply (-15.4%)
• Markets now fully pricing in a rate hike by October
• Oil plunged (-9%) on geopolitical developments

Meanwhile, major moves in corporate America — SpaceX’s record-breaking IPO, Roku’s $22B acquisition, and rising AI competition — continue to reshape the investment landscape.

👉 Full recap here: https://www.tritonpointwealth.com/investments-market-recap-week-ending-june-19-2026/

Market Recap: Volatility Returns as Inflation Pressures Persist

Equities pulled back this week, led by tech, as hotter-than-expected producer prices and persistent inflation concerns weighed on sentiment. Despite a resilient labor market, markets are beginning to price in a higher probability of additional rate hikes heading into year-end.

Notable themes:
• Strong jobs data continues to support economic resilience
• Inflation remains sticky, particularly at the producer level
• Rate hike expectations are rising again
• Risk assets face renewed pressure amid macro uncertainty

From equities and rates to commodities and crypto, we break down the key drivers shaping markets this week.

👉 Read the full recap: https://www.tritonpointwealth.com/investments-market-recap-week-ending-june-12-2026/

Today we’re celebrating a very special birthday for our COO, Deatra Vailes.

Thank you for your leadership, dedication, and the countless ways you’ve helped shape and strengthen TritonPoint. Your impact on our team and our growth does not go unnoticed, and we’re incredibly grateful for everything you do.

Wishing you a wonderful birthday and an amazing year ahead!

How do you define “enough” when it comes to wealth?

In his latest blog, Peter Halbrook explores why financial independence isn’t about hitting a specific number—it’s about building sustainable cash flow, protecting outcomes, and creating real optionality.

A thoughtful perspective for high earners and families navigating the transition from growth to preservation.

Read more: https://www.tritonpointwealth.com/how-much-is-enough/

Markets kicked off June on a mixed note as resilient data meets lingering inflation pressure.

📊 Highlights:
• Dow +1.76% led, Nasdaq -0.32%
• 10Y yield at 4.47%
• Strong ISM Services & job openings data
• Fed Beige Book points to modest growth + persistent inflation
• ~69% probability of a December rate hike
• AI divergence: NVDA +, AVGO -, CRWD pulls back
• Bitcoin -13.6% while oil +6.5%

Investors remain selective as macro strength collides with tighter conditions and geopolitical risk.

👉 Read the full recap: https://www.tritonpointwealth.com/investments-market-recap-week-ending-june-5-2026/

As mega-cap private companies continue to scale, many investors assume their eventual IPOs will trigger major shifts across market indices.

In this piece, Jonathan Rosner breaks down a critical—but often misunderstood—concept: float-adjusted market capitalization and what it really means for passive flows, index weightings, and portfolio construction.

A must-read for anyone thinking about the next wave of IPOs and their real market impact.

Read more: https://www.tritonpointwealth.com/lost-in-the-float-what-investors-are-missing-about-mega-ipos/