GLOBAL STOCKS END 2025 WITH A STRONG FINISH AS THE FED LOWERS RATES Global equity markets gained during the fourth quarter to finish 2025 with strong returns. The broad Russell 3000 Index was up 2.40% for the quarter to close the year with gains of 17.15%. While 2025 saw a weakening jo

Markets Navigate A Volatile 2026 Global equity markets posted a negative and highly volatile first quarter of 2026, weighed down by geopolitical shocks, elevated energy prices, and sharp declines among mega cap growth stocks. Despite a strong rally on the final trading day of March, the period mar

A HISTORIC REBOUND AS THE FED CHANGES HANDS What a difference a quarter makes. Three months ago, oil was near $100 a barrel, headlines were dominated by war, and stocks were coming off their worst start to a year since 2022. Then diplomacy took hold, a mid-June ceasefire with Iran reopened shippin

National Church Residences recently announced three new members have joined the board of directors, including Geoffrey Biehn of Trinity Financial Advisors. Click HERE for the full announcement.

Amy supports Trinity’s Client Service team with administrative tasks for the firm and its clients, bringing experience from Nationwide Children’s Hospital.

Anthony, a Financial Advisor, works with Trinity clients and leadership to develop planning and investment strategies, with a focus on private markets.

Geoff founded Trinity in 2004 to provide financial advice based on a client’s full financial picture, not just investing.

Jennifer manages the administrative and client support activities that drives the day-to-day management of the practice.

The page states that investors need a strategic plan and clear purpose to achieve their financial goals.

Trinity integrates wealth planning with life planning by understanding clients’ priorities and leveraging diverse business and investing expertise.

Trinity Financial Advisors restricts access to client information to authorized employees and entities involved in client service.

Trinity’s fee-only compensation model aims to ensure unbiased financial advice.