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Financial Information from Triplett-Westendorf Financial Group

Retirement Planning

Does A Delayed Claiming Strategy Make More Sense?

Author By Mark Triplett

Date 11 months ago

Unless you have been diagnosed with a life threatening medical condition that could potentially shorten…

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Market Analysis

Market Commentary – Royal Fund Management

Author By Mark Triplett

Date 12 months ago

Royal Fund Management | June 14, 2022 The market continues to test one’s resolve. In…

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Economic Outlook

Inflation Adjusted Spending Plan

Author By Mark Triplett

Date 12 months ago

The rising cost of goods and services has many folks concerned, and some folks down…

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401(k)

Retiring During Rising Interest Rates

Author By Mark Triplett

Date 1 year ago

Year over year inflation was 10.32%. The Federal Reserve hiked interest rates to over 19%….

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Economic Outlook

Quarterly Market Overview – Royal Fund Management

Author By Mark Triplett

Date 1 year ago

We started the 1st quarter 2022 after a strong 4th quarter 2021. The S&P500, DJIA…

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Economic Outlook

Market Commentary – Royal Fund Management

Author By Mark Triplett

Date 1 year ago

Mark Sorenson | March 04, 2022 Uncertainty continues to impact the market. Geopolitical concerns like…

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Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Click these links to access the most recent copy of the Royal Fund Management brochure ADV 2A, 401K Maneuver brochure ADV 2A, Mark Triplett’s ADV 2B, and RFM Privacy Policy.

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