Russel L Phelps III MSFP CFP CDFA APMA AWMA of Trinity Wealth Advisors

11/02/2026

Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact me to discuss a timeline and/or strategy that best suits your needs.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/29/2026

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/27/2026

Many investors are asking whether today's AI boom resembles past market bubbles. While no one can predict exactly how the current cycle will unfold, history offers valuable perspective.

If you have questions about how today's AI market trends could affect your financial strategy, let's connect. I can help position your investment strategy for both opportunities and potential market surprises.

History offers some interesting clues.

10/21/2026

As election season approaches, here are three reminders I often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

10/19/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, I'm here to help.

10/15/2026

Doing the right thing for clients is always the right choice.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans