John Trotter Investments

John Trotter Investments John Trotter is an independent Private Wealth Manager. Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org).

Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. John Trotter Investments is independent of Sigma Financial Corporation and Sigma Planning Corporation. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized fo

llow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation or John Trotter Investments. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Your ideal retirement may differ from reality, but we can work together to better align the two.
25/05/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

Do global and international mutual funds complement or conflict with each other?
18/05/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Preparation can sometimes be all you need to make the impossible, possible.
11/05/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Wondering what to tell your financial pro? Check out this quick video for guidance!
04/05/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
27/04/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
20/04/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Terrible or wonderful; Could a variable annuity be right for you?
13/04/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Check out this video on taxes.
06/04/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
30/03/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
23/03/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Compound interest can dramatically impact the future growth of your assets. Learn more.
16/03/2026

Compound interest can dramatically impact the future growth of your assets. Learn more.

Use this calculator to better see the potential impact of compound interest on an asset.

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Castle Rock, NSW

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