Triangulum Financial Partners

The triangle is the strongest and most stable of all geometric shapes, and  has been a symbol of strength and stability since ancient times.   Triangulum, the Latin word for triangle, embodies the strength and stability that is created by combining our People, our Process, and the broadest possible access to Products.  At Triangulum Financial Partners (TFP), you will find People, our Process, and the right Products produce results that will stand the test of time.

 People

It was Andrew Carnegie, at one time the world's richest man, and greatest philanthropist, who said you could take away his factories but leave his people and soon he would have a new and better factory.  It is the people that power an organization, and the people at Triangulum Partners are those who question, challenge, innovate and improve the process.

     Process 

 "There's a better way - Find it, " read a sign posted on the wall of Thomas A, Edison’s laboratory.  This same dedication to find a "better way" drives the People of Triangulum to ensure the discovery and proper deployment of products.

    Products

It is only through the combined resources of a national network of specialists that a comprehensive inventory of competitive and appropriate investment, insurance and financial products can be brought to the table for the solution of client problems.  It was a determination to establish such a national resource that brought into being National Financial Partners.
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Newsletters

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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