Triada Advisors

Navigating Medicare on your own can be overwhelming, but armed with the right info, you can feel more confident about your choices. Join this July 15 webinar to learn more about your options. Program begins at noon!

Register today: https://us06web.zoom.us/webinar/register/WN_YOfvDwfFTTqodI7_NaglMA #/registration

Happy Father's Day to all the dads, grandfathers, stepdads, and father figures who work every day to build brighter futures for their families. The lessons you teach, the sacrifices you make, and the example you set create a legacy that lasts far beyond today. From all of us at Triada Advisors, we wish you a wonderful Father's Day!

A Discounted Cash Flow (DCF) framework can help investors answer a very practical question: What's an investment worth today based on the cash it may produce in the future?

Investment Insights - June 2026 A Discounted Cash Flow (DCF) framework can help investors answer a very practical question: What's an investment worth today based on the cash it may produce in the future?

That 'afternoon slump' doesn't stand a chance today! We and Triada Tax Services, LLC decided to grab some delicious drinks from our friends at The Coffee Pot. Supporting local businesses while giving the team a little afternoon pick-me-up? Win-win! Now we're ready to tackle the rest of the day. ☕️

Please join us in celebrating Karleigh and her one-year work anniversary! We're thrilled to have her as part of the Triada Advisors team. Congratulations, Karleigh!!

On this Memorial Day, we honor the heroes who gave everything for our nation. Their sacrifice inspires us to lead with gratitude and purpose. Wishing everyone a meaningful and reflective Memorial Day.

What an incredible evening! Thank you to all our amazing clients and friends who joined us last Friday for our Client Appreciation Night at the Grizzlies baseball game! ⚾️
We loved catching up with you all and celebrating another successful season together.
Events like this remind us why we do what we do — building real relationships that go beyond business. 💙
If you have any photos from the night, we’d love to see them…post in the comments below!

Bad news is constant. Stick to your strategy. There' s bad news every day. Elections, wars, oil shocks, inflation reports, earnings warnings, debt-ceiling fights, tariffs and recession scares are regular features of market history.

Investment Insights - May 2026

Happy Mother’s Day to the women who do it all! At Triada Advisors, we’re especially grateful for the mothers, grandmothers, aunts and caregivers who inspire us daily. Thank you for everything you do for your families and communities. Wishing you all a day filled with joy and well-deserved celebration.

Choosing a financial planner is personal, and sometimes overwhelming. Many people start by hearing from others in their community. Honest feedback from clients can make that process easier. If you’d like to share your experience working with the Triada Advisors team, we appreciate every business review! Link is below.

https://g.page/r/CcK35ZiF22BPEBM