Business Description
As a part of our wealth planning services, Trilogy Wealth Advisors directs the placement of customer investment assets, however, we do not actually CUSTODY, or hold, those investment dollars. Your assets are invested in one of two places – either at a CLEARING FIRM (Schwab, Bear Stearns, Pershing) or directly with the FUND COMPANY (Templeton, Pacific Life, Putnam, etc.) Each of these entities insures client accounts against employee fraud or theft. In addition, Trilogy Wealth Advisors and Cambridge Investment Research, Inc. carry similar insurance to protect customers against fraud or theft. Additionally, every account is protected by SIPC for up to $500,000 ($100,000 cash) in the event of broker/dealer insolvency. As you know, none of these policies insure your account against market fluctuation or loss.Happy Spring Everyone! Enclosed is an audio podcast we hope you enjoy. Tom discusses the first quarter of 2015 investment results and some thoughts about what we might expect going forward. Steve and Jill review the basic requirements for IRA holders once they turn 70 1/2 and must begin taking Required Minimum Distributions from their accounts. We hope you enjoy listening to the podcast and welcome any comments, questions, or future topics you might find helpful. Disclosure: Please remember that discussions on the podcast are not to be taken as specific investment advice. Always consult with...
