Opening A 401K

Investment Advisor Representative Angelica Lopez explains how the SECURE Act has reduced a major barrier for companies looking to open a 401k.

3 Levels of Savings

Do you have your 3 levels of savings covered? Angelica Lopez, Investment Advisor Representative of Trivelloni Asset Management, discusses the purpose behind each of these levels and some general guidelines for measuring it.

Is Your 401K Plan Top Shelf?

Are you confident in your current 401K plan? Without the right team by your side, it can be difficult to tell a top shelf plan from an average one.

Investing During Times of Crisis & Economic Downturn

In a time of crisis, the worst thing you can do is not have someone actively manage your investments. You need to be able to adapt to not only mitigate potential losses, but also jump onto surprising opportunities.

Habits of the Average Millionaire | Passive Income

What is passive income, and more importantly how can the average person acquire a source of it? Financial advisor and Smartvestor Pro Kathy Elliott breaks down the many benefits of passive income, as well as some examples of where it can be acquired.

Money Mindset

What is your money mindset? For too many people, everything money-related can get set into a negative connotation adding undue stress and anxiety to your financial life. In the video, Angelica gives examples of positive money mindsets that can actually help turn these views into a more positive outlook.

What You Need To Know About The Secure Act

Investment Advisor Representative Angelic Lopez and special guest Adam San Juan, regional sales director of retirement plans at Ameritas, discuss the Secure Act and what it means for employers and employees alike.

What Should I Do With My Tax Refund?

Everyone loves getting their tax refund check, but what should you do with it? Save, invest, pay off debt, or spend it on something just for you? Angelica says “all of the above!” Watch the video to learn how our Investment Advisor Representative splits up a tax refund, and why it is important to do so.

Habits of the Average Millionaire | Reading

What is a common habit of most millionaires? Reading. Expanding your horizons and knowledge through the experiences of others is a powerful tool that many don’t take advantage of. Financial Advisor Kathy Elliott talks about some of her favorite books, and how they can be used to improve your habits and mindset towards becoming an “average” millionaire.

The Theory of Decreasing Responsibility

Early into our lives, responsibility is at an all-time high while our assets…not so much. Watch our Investment Advisor Representative breaks down the Theory of Decreasing Responsibility, and see where you fall on this chart.

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