Triumph Capital Management

09/02/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

09/01/2026

Changing jobs can bring new opportunities, greater responsibility, and a fresh start. It can also create a surprisingly long list of financial decisions. Between reviewing a new compensation package, selecting employee benefits, and...

Changing jobs before year-end? Review your 401(k), benefits, insurance, stock compensation, tax withholding, and other important financial decisions.

09/01/2026

📊 Monday Market Recap — Aug 31, 2026

Modest red day, but not a panic.

▶ Dow −0.70% to 53,185.90
▶ S&P 500 −0.33% to 7,686.14
▶ Nasdaq −0.12% to 26,370.89
▶ WTI Crude settle $85.76 (+2.80%)
▶ Brent Crude settle $90.49

Three warning lights lit up: renewed U.S.-Iran conflict pushed oil higher, Warsh said Friday the Fed still has "work to do" on inflation, and the Chicago Fed's August Activity Index slipped to +5 from +11.

Most sectors closed lower. Energy stood out on the upside — they own the gas station.

Zoom out: August was still green.
▶ Dow +1.3% (5th straight positive month)
▶ S&P +2.6% (snapped 2-month losing streak)
▶ Nasdaq +3.9% (snapped 2-month losing streak)

Next big data: August jobs report Friday 9/4 at 8:30 AM ET. Markets closed Labor Day Mon 9/7. CPI Fri 9/11. Fed meets 9/15–16.

📺 Full recap: https://www.youtube.com/

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Advisory services offered through Triumph Capital Management, LLC ("TCM"), a registered investment adviser with the U.S. Securities and Exchange Commission (SEC File No. 801-107312, CRD No. 282814). Registration with the SEC does not imply a certain level of skill or training. This content is provided solely for general informational and educational purposes and does not constitute individualized investment, legal, tax, or accounting advice or a solicitation to buy, sell, or hold any security. Any references to market indices, securities, or economic data are for illustration only. Past performance is not indicative of future results. Investing involves risk, including possible loss of principal. TCM's Form ADV Part 2A and Form CRS are available at adviserinfo.sec.gov. Views expressed reflect TCM's views as of August 31, 2026 and are subject to change without notice.

08/31/2026

Back-to-school season brings new schedules, new routines and often, new expenses.

Along with shopping for supplies and updating the family calendar, this can be a helpful time to check in on the financial pieces that support your family throughout the year.

Review Education Savings: Check your account balance, automatic contributions, and investment allocation to ensure they still align with your goals and timeline.

Update The Family Budget: Factor in childcare, school supplies, activities, transportation, and other expenses that may change with the new school year.

Check Insurance and Beneficiaries: Review your life and disability insurance, emergency contacts, and account beneficiaries to make sure everything still reflects your family’s needs.

Prepare For Year-End Costs: Start planning for holiday spending, travel, charitable giving, annual expenses, and potential year-end financial decisions.

Use this season to review what has changed, prepare for what’s ahead, and ensure your financial plan continues supporting the people and priorities that matter most.

Plan today, fell more prepared tomorrow.

Schedule your complimentary consultation online today at: Triumphcapitalmanagement.com

08/31/2026

Take the time to think about these three things when shopping for your next vehicle.

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08/31/2026

The Chart Series | Where the Markets Stand – August 31, 2026

Where the markets stand as of August 31, 2026.

S&P 500 +13.5% year-to-date. Dow +12.6%. Nasdaq +14.0%.
Energy and Technology have led the S&P. Consumer Discretionary and Communication Services have lagged. Commodities are the top asset class at +34.7%. Bitcoin is last at −11.4%.
The S&P has hit 27 all-time highs in 2026. Initial claims are 203,000. Unemployment is 4.1%. July payrolls were −23,000 — Friday’s August jobs report is next. Business spending on computers and data-center hardware is running at a $401 billion annual rate.

Watch the full Chart Series:
https://www.youtube.com/

Advisory services are offered through Triumph Capital Management, a registered investment advisor, SEC #282814. This content is provided for general informational and educational purposes only and is not individualized investment advice nor a solicitation to buy, sell, or hold a security. Investing involves risk, including the loss of your principal.

08/30/2026

What’s on Deck | Week of August 31–September 4, 2026

What’s on Deck for the week of August 31 through September 4, 2026.
Derek Eichenwald of Triumph Capital Management walks through this week’s earnings calendar and the major economic prints — no fluff, just the calendar and why it matters.

This week’s earnings snapshot:

Economic calendar:

Classic first-week-of-September setup: software and semiconductors midweek, consumer names mixed in, jobs on Friday.

We’ll break the reports down as they hit during the week.

Subscribe for weekly What’s on Deck, market recaps, and the Chart Series. Channel: https://www.youtube.com/

Advisory services are offered through Triumph Capital Management, a registered investment advisor, SEC #282814. This content is provided for general informational and educational purposes only and is not individualized investment advice nor a solicitation to buy, sell, or hold a security. Investing involves risk, including the loss of your principal.

08/28/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

08/27/2026

The market is not afraid of heights. Investors are!

Whenever the S&P 500 hits an all-time high, the same questions show up: Did I miss it? Am I buying the top? Should I wait for a pullback?

The answer? Watch the video and check us out on YouTube: https://youtu.be/75w0JKrJ2UA?si=ML3Eo_0qRR7pRHFF

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DATA NOTE
Chart: Average S&P 500 1-year, 3-year, and 5-year forward returns investing at all-time highs vs. all other days, since 1950. Latest data: August 25, 2026. Source: Exhibit A, FactSet Research Systems Inc., Standard & Poor’s.
Past performance is not indicative of future results. Indices are unmanaged, do not include fees, and are not available for direct investment.
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DISCLOSURE
Advisory services are offered through Triumph Capital Management, a registered investment advisor, SEC #282814. This content is provided for general informational and educational purposes only and is not individualized investment advice nor a solicitation to buy, sell, or hold a security. Investing involves risk, including the loss of your principal. The information presented is believed to be accurate as of the date of publication but is subject to change without notice. Triumph Capital Management does not guarantee the accuracy or completeness of the information provided. Views expressed are those of the presenter and may not reflect the views of Triumph Capital Management as a whole. Investors should consult with a qualified financial professional before making any investment decisions

08/27/2026

📊 Wednesday Market Recap — Aug 26, 2026, Economy and Earnings!

Wall Street took a breath, but the corporate tape? Loud.

▶ Dow −0.21% to 53,463
▶ S&P 500 −0.02% to 7,675 (essentially flat)
▶ Nasdaq −0.08% to 26,130
▶ WTI Crude ~$82.25 (−0.60%)

Software delivered. Salesforce (CRM) crushed it with a $1.02 EPS beat. Okta (OKTA) beat top and bottom line and popped 15% after hours on AI-driven identity-security demand. CrowdStrike (CRWD) also crushed, and the don dadda Nvidia = crushed. Watch the video for all details!

Two constructive economic prints too: Durable Goods orders +1.1% (beat vs +0.5% expected), and EIA crude inventories rose just 95k barrels vs 597k expected.

Two catalysts still ahead this week: Warsh Jackson Hole keynote Friday ~10 AM ET and Core PCE Friday 8:30 AM ET.

📺 Full recap: https: //www.youtube.com/

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Advisory services offered through Triumph Capital Management, LLC ("TCM"), a registered investment adviser with the U.S. Securities and Exchange Commission (SEC File No. 801-107312, CRD No. 282814). Registration with the SEC does not imply a certain level of skill or training. This content is provided solely for general informational and educational purposes and does not constitute individualized investment, legal, tax, or accounting advice or a solicitation to buy, sell, or hold any security. Any references to market indices, securities, or economic data are for illustration only. Past performance is not indicative of future results. Investing involves risk, including possible loss of principal. TCM's Form ADV Part 2A and Form CRS are available at adviserinfo.sec.gov. Views expressed reflect TCM's views as of August 26, 2026 and are subject to change without notice.