In this conversation, Matt Gomoll (Senior Wealth Advisor & Partner, MBA, CEPA, CEP) and Steve Laska (Managing Partner, CEPA) discuss the geopolitical tension surrounding Greenland and the implications of these events on market confidence, the U.S. dollar, and investment strategies. Later, they survey the likelihood of a partial government shutdown over DHS funding.
Please send your questions, topics, and suggestions to:[email protected]
Learn More at: https://www.trillium-wealth.com/
Follow Us on Instagram: @trilliumwealthpod
Connect on LinkedIn: https://www.linkedin.com/company/trilliumwm/
Thank you for watching!
Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.

Back in Action! In this conversation, Matt Gomoll (Senior Wealth Advisor & Partner) and Steve Laska (Managing Partner) discuss recent news coming out of Venezuela, Iran, the DoJ, and ultimately, how it all affects your portfolios.
Please send your questions, topics, and suggestions to:[email protected]
Learn More at: https://www.trillium-wealth.com/
Follow Us on Instagram: @trilliumwealthpod
Connect on LinkedIn: https://www.linkedin.com/company/trilliumwm/
Thank you for watching!
Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.

In this conversation, Matt Gomoll and Steve Laska discuss the current state of AI technology and its potential effects on the economy.
Please send your questions, topics, and suggestions to [email protected]

Learn More at: https://www.trillium-wealth.com/
Follow Us on Instagram: @trilliumwealthpod
Connect on LinkedIn: https://www.linkedin.com/company/trilliumwm/
Thank you for watching!
Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth (or your firm name) and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.

In this episode of Trillium Wealth's Plain Talk, Matt and Steve are joined by Gretchen Coley (Founder of The Coley Group) to talk about all things real estate! They discuss 50-year mortgages, Mamdani's effect on New York real estate, and the different ways homeowners should view the current market.
Gretchen Coley is a trailblazer in the luxury real estate market, recognized for her unwavering commitment to delivering an exceptional client experience. As the Founding Principal of Compass North Carolina and leader of the #1 Compass team in the Triangle, Gretchen has facilitated over 2,400 successful transactions, amassing more than $1.5 billion in sales. Her success stems from a foundation of concierge-level service and an innovative approach to real estate, seamlessly blending cutting-edge technology and video storytelling to achieve outstanding results for her clients. https://thecoleygroup.com/about-gretchen-coley/
Please send your questions and suggestions to [email protected] for an opportunity to have your topics addressed in the next episode.
Meet us at: https://www.trillium-wealth.com/
Instagram: @trilliumwealthpod
Connect on LinkedIn: https://www.linkedin.com/company/trilliumwm/
Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth (or your firm name) and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.

In this episode of Trillium Plain Talk, Steve Laska and Matt Gomoll dive into the ongoing government shutdown and its ripple effects on the economy, from SNAP benefits to air travel disruptions. They explore the complexities of the China trade deal, the impact of tariffs, and the resilience of the S&P 500 amidst market fluctuations. Tune in for insights on strategic reserves, the AI market, and the evolving landscape of international trade.
Please send your questions and suggestions to [email protected]!
Meet us at: https://www.trillium-wealth.com/
Connect on LinkedIn: https://www.linkedin.com/company/trilliumwm/
Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

In this conversation, Steve Laska and Matt Gomoll discuss the ongoing government shutdown, tensions with China over rare earth minerals, and recent GDP revisions.
Please send your questions and suggestions to [email protected]!
Meet us at: https://www.trillium-wealth.com/
Connect on LinkedIn: https://www.linkedin.com/company/trilliumwm/
Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

In this episode of Plain Talk, Steve and Matt discuss the implications of the current government shutdown, exploring its causes, effects on the economy, and the potential impact on citizens depending on government services.
Please send your questions and suggestions to [email protected]!
Meet us at: https://www.trillium-wealth.com/
Connect on LinkedIn: https://www.linkedin.com/company/trilliumwm/
Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

In this conversation, Steve Laska and Matt Gomoll discuss the recent Fed rate cuts, their implications for the market, and the challenges facing the housing market. They explore the reactions of the market to the Fed's decisions, the complexities of the job market, and the impact of rising housing prices on younger generations. The discussion also touches on future economic strategies and the tools available for clients to navigate refinancing options.
Please send your questions and suggestions to [email protected] or drop them in the comments below!
Meet us at: https://www.trillium-wealth.com/
Connect on LinkedIn: https://www.linkedin.com/company/trilliumwm/
Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.