The Importance of Simple Enjoyments

The Importance of Simple Enjoyments

One of my favorite stories is about Jeanne Calment, the woman with the longest confirmed lifespan. She lived in France until the age of 122. In 1988 she was interviewed about meeting Vincent van Gogh in her uncle’s art shop 100 years earlier as a 13-year-old! The part about her story I particularly enjoy is [...]

Lump Sum Result

Lump Sum Calculator The interest rates used for calculating lump sum payouts has just been released and will become effective October 1st for all lump sum payouts. The new rate is .19% higher than the current rate of 4.16%. When interest rates rise, it has a negative effect on lump sum values. Complete the form [...]

Lump Sum

Lump Sum Calculator The interest rates used for calculating lump sum payouts has just been released and will become effective October 1st for all lump sum payouts. The new rate is .19% higher than the current rate of 4.16%. When interest rates rise, it has a negative effect on lump sum values. Complete the form [...]
TRPG Quarterly Newsletter – January 2017

TRPG Quarterly Newsletter – January 2017

One Thing's For Certain; More Uncertainty For many of us, the New Year brings about time for both reflection of the recent past and thoughts of the future. As 2016 hovers in our rear-view mirror, we’d like to take the opportunity to share some insight into how we viewed the year from an investment standpoint, [...]
TRPG Quarterly Newsletter July 2016

TRPG Quarterly Newsletter July 2016

“Good fortune is what happens when opportunity meets with planning.” —Thomas Edison While retirement planning has always been the cornerstone of the service we provide (hence, our name!), we’re always looking for ways to bring the best of what’s available to our clients. Our president, Ryan Costello, recently attended an investment conference where he got [...]
DFA Seminar Recap

DFA Seminar Recap

Last week we were thrilled to host an interactive investment strategy event featuring Apollo Lupescu from Dimensional Fund Advisors. Apollo received his PhD in economics and finance from the University of California—Santa Barbara. Dimensional Funds make up a significant component of many of our clients’ portfolios, and with the recent market volatility this event proved [...]