2024 marks the ninth year that Triple Summit Advisors has been in operations, and the eighth full calendar year of results. We take the new year as an opportunity to reflect and share our views in our annual letter to clients. Here is our 2024 Annual Letter, which includes our thoughts on our performance last […]
2023 Annual Letter 2023 marks the eighth year that Triple Summit Advisors has been in operations, and the seventh full calendar year of results. We take the new year as an opportunity to reflect and share our views in our annual letter to clients. Here is our 2023 Annual Letter, which includes our thoughts on […]
2022 marks the seventh year that Triple Summit Advisors has been in operations, and the sixth full calendar year of results. We take the new year as an opportunity to reflect and share our views in our annual letter to clients. Here is our 2022 Annual Letter, which includes our thoughts on our performance last […]
2021 marks the sixth year that Triple Summit Advisors has been in operations, and the fifth full calendar year of results. We take the new year as an opportunity to reflect and share our views in our annual letter to clients. Here is our 2021 Annual Letter, which includes our thoughts on our performance last […]
One of the topics that always comes up when we discuss financial planning is the backdoor Roth IRA conversion. Thus, we are creating this brief reference guide on the topic for your edification. Enjoy! First, if you want the basics on a Roth IRA conversion, please check out this video from Morningstar. The years and […]
2020 marks the fifth year that Triple Summit Advisors has been in operations, and the fourth full calendar year of results. We take the new year as an opportunity to reflect and share our views in our annual letter to clients. Here is our 2020 Annual Letter, which includes our thoughts on our performance last […]
Special thanks to Ben Chun for his contributions to this article Growth is painful. Change is painful. But nothing is as painful as staying stuck somewhere you don’t belong. – Mandy Hale In the last installment, we talked about the Dutch Auction Tender Offer, where a company buys back shares based on a reverse auction […]
2019 marks the fourth year that Triple Summit Advisors has been in operation, and the third full calendar year of results. We take the new year as an opportunity to reflect and share our views in our annual letter to clients. Here is our 2019 Annual Letter, which includes our thoughts on our performance last year as well as […]
As the summer winds down, we at Triple Summit Advisors know that you can’t wait to get to that one last summer read that has been on your list all season and that you now finally have a chance to read. If you’re anything like us, that summer read is all about the one thing […]
To Our Clients and Friends, 2018 marks the third year that Triple Summit Advisors has been in operation, and the second full calendar year of results. We take the new year as an opportunity to reflect and share our views in our annual letter to clients. Here is our 2018 Annual Letter, which we hope […]