TritonPoint Wealth

TritonPoint Wealth Leading independent private wealth management firm offering comprehensive planning and investment management services.

06/02/2026

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/

Join us in wishing Alisha Patel a very happy birthday! 🎉Alisha’s dedication to our clients and the care she brings to ev...
05/31/2026

Join us in wishing Alisha Patel a very happy birthday! 🎉

Alisha’s dedication to our clients and the care she brings to every relationship make a meaningful impact on our team each day. We’re incredibly grateful for everything she does and the energy she brings to TritonPoint.

Wishing you a wonderful birthday and an even better year ahead, Alisha!

05/29/2026

Markets climbed this week as falling yields and resilient tech momentum pushed equities higher—but under the surface, macro data and Fed expectations continue to tell a more nuanced story.

📈 Nasdaq led gains (+2.37%), followed by the S&P 500 (+1.58%) and Dow (+0.76%)
📉 10-year Treasury yield fell to 4.45% (-12 bps)
📊 Mixed economic data + firm inflation (PCE +3.8% YoY) reinforced a hawkish Fed outlook

Meanwhile, AI and tech dominated headlines—driving major corporate moves and market leadership.

👉 Read the full market recap here: https://www.tritonpointwealth.com/investments-market-recap-week-ending-may-29-2026/

Today, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country.Their cou...
05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

Their courage, dedication, and commitment to something greater than themselves are what make days like today meaningful.

As we pause with gratitude, we reflect on the freedoms we have because of them — and the responsibility we carry to make the most of those opportunities.

Wishing you a meaningful Memorial Day.

Markets closed the week mixed as rising yields and hawkish Fed signals weighed on risk assets.📊 Key takeaways:• Dow +0.4...
05/22/2026

Markets closed the week mixed as rising yields and hawkish Fed signals weighed on risk assets.

📊 Key takeaways:
• Dow +0.44% while S&P 500 (-0.74%) and Nasdaq (-1.28%) declined
• 10-year Treasury yield rose to 4.56% (+8 bps)
• Strong macro data, but inflation concerns remain front and center
• FOMC minutes highlight ongoing vigilance around inflation and tariff impacts
• Risk assets pulled back broadly — from commodities to crypto

Stay ahead of market-moving trends and what they mean for your portfolio.

🔗 Read the full recap: https://www.tritonpointwealth.com/investments-market-recap-week-ending-may-22-2026/

🎉 Happy Birthday, Jake Schoenfeld! 🎉Today we’re celebrating you, Jake! Wishing you a fantastic day filled with happiness...
05/22/2026

🎉 Happy Birthday, Jake Schoenfeld! 🎉

Today we’re celebrating you, Jake! Wishing you a fantastic day filled with happiness, laughter, and time with your loved ones.

Your dedication, expertise, and commitment make you such a valuable part of the TritonPoint team—we’re grateful to have you with us every day. Here’s to another year of success, growth, and great moments ahead! 🥳🎂

🎉 Happy Birthday, Pierre De La Croix-Vaubois! 🎉Today we’re celebrating you, Pierre! We hope your day is filled with grea...
05/22/2026

🎉 Happy Birthday, Pierre De La Croix-Vaubois! 🎉

Today we’re celebrating you, Pierre! We hope your day is filled with great moments, plenty of laughter, and time spent with the people who matter most.

Your positive energy and dedication make you a truly valuable part of the TritonPoint team, and we’re grateful to have you with us. Wishing you another year of happiness and exciting opportunities ahead. Enjoy your special day—you deserve it! 🥳🎂

We had a great time attending Bethesda Magazine & Bethesda Beat’s Best of Bethesda event at the Bethesda Marriott!As a s...
05/21/2026

We had a great time attending Bethesda Magazine & Bethesda Beat’s Best of Bethesda event at the Bethesda Marriott!

As a sponsor, TritonPoint Wealth was proud to be part of such a well-attended evening connecting with the local community and other outstanding businesses across Montgomery County. Thank you to Bethesda Magazine for hosting another fantastic event.

Shoutout to our team members Peter Halbrook, Jonathan Rosner, and Ryan Ferrell for representing TritonPoint and engaging with attendees throughout the evening.

Please join us in wishing a very happy birthday to our CIO, Will Sterling!Will’s leadership, vision, and commitment have...
05/18/2026

Please join us in wishing a very happy birthday to our CIO, Will Sterling!

Will’s leadership, vision, and commitment have played an instrumental role in shaping our firm and delivering for our clients every day. We’re incredibly grateful for the impact he makes across our team and the standard of excellence he sets.

Happy Birthday, Will — thank you for all that you do, and we wish you a fantastic year ahead!

Markets pushed higher this week, led by tech as AI momentum continues to fuel equity gains. The Nasdaq outperformed (+3....
05/15/2026

Markets pushed higher this week, led by tech as AI momentum continues to fuel equity gains. The Nasdaq outperformed (+3.21%), while rising yields and persistent inflation signals remind investors that macro uncertainty remains firmly in play.

Key themes shaping markets:
• Stronger-than-expected labor data vs. stubborn inflation
• Rising Treasury yields (10Y at 4.48%)
• AI-driven corporate outperformance (Cisco, Cerebras, Nebius)
• Commodities reacting to geopolitical tensions

As rate expectations shift and inflation pressures persist, positioning remains critical.

👉 Read the full weekly recap: https://www.tritonpointwealth.com/investments-market-recap-week-ending-may-15-2026/

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