Triathlon Partners

Structured Notes: Best Strategies for Sideways Markets July 2025

ira By ira
July 11, 2025

📈 July 2025 Structured Note Opportunities: Hedging After the Rally As of early July 2025, equity markets have continued their surge off the April lows, with the S&P 500 (SPY) up approximately 9.2% and the Nasdaq-100 (NDX) up 11.7%. Since the April bottom, SPY has gained 14.4% and NDX has rallied an impressive 18.9%. These

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Build A Portfolio with Protection Against Market Sell Offs

ira By ira
June 11, 2025

📉 What Should You Invest in During a Market Drop? | Triathlon Partners Has the recent market downturn made you rethink your investment strategy? In this video, Ira Koyner — The Original IRA and founder of Triathlon Partners — breaks down smarter, more resilient ways to build a portfolio with protection against market selloffs. Rather

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Term vs. Permanent Life Insurance | Pros & Cons Explained

ira By ira
June 10, 2025

This video will breakdown Term Life Insurance vs. Permanent Life Insurance. Which is best for you and The Pros & Cons, and provide the guidance to find the type of policy that best meets your objectives. Life insurance is one of those necessary things in life, because life happens! It’s better to have life insurance

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ROTH IRA Limitations EXPLAINED | A Smarter Alternative

ira By ira
June 8, 2025

🎯 Feeling limited by Roth IRA rules? You’re not alone. In this video, we break down the 2025 Roth IRA contribution limits, income phase-outs, early withdrawal penalties, conversion tax, and the key drawbacks that many investors overlook. But more importantly — we introduce a smarter alternative, Indexed Universal Life, IUL, that provides greater flexibility, point

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Invest Smarter During Market Corrections

ira By ira
April 13, 2025

📉 Invest Smarter During Market Corrections Hosted by: Ira Koyner, The Original IRAPresented by: Triathlon Partners TV “How do you like the market correction we’re having?” If your portfolio is down 10–20%, you’re not alone—and you’re probably feeling frustrated. In this episode, Ira Koyner dives into what investors can do now to protect and grow their portfolios

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Structured Notes: Smarter Than Dollar-Cost Averaging:

ira By ira
April 13, 2025

Smarter Than Dollar-Cost Averaging: Structured Notes Posted by: Triathlon Partners TVHost: Ira Koyner – The Original IRA Episode Summary Dollar-cost averaging is a common strategy during market downturns, but what if there’s a smarter alternative? In this episode of Triathlon Partners TV, Ira Koyner introduces structured notes—investment tools that offer downside protection and enhanced upside potential. Learn

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Protect Your Portfolio | How to Reduce Risk and Grow Wealth

ira By ira
March 16, 2025

Protecting Your Portfolio How to Reduce Risk and Grow Wealth with Smarter Investments Are You Concerned About Market Volatility? Many investors worry about **market downturns** but still want **strong returns**. Discover **innovative investment strategies** that offer downside protection and **tax-deferred growth**. What You’ll Learn Better Investment Strategies Smart Solutions to Reduce Risk Why This Matters

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Where Did All Your Money Go? Tax-Efficient Investment Tips

ira By ira
March 16, 2025

Where Did All Your Money Go? Understanding Taxes, Investments, and Better Financial Strategies The Tax Burden Many high-income earners find that 40-45% of their income is lost to federal, state, and additional taxes. For example, if you earn over $200,000, your federal tax rate could be 32%+, plus an extra 3.8% NIIT tax and state

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Income Structured Note: Smarter Approach to Maximize Returns| Triathlon Partners TV

ira By ira
February 10, 2025

Income-Generating Structured Notes: A Smarter Investment Strategy In an ever-changing market environment, investors seek ways to optimize returns while managing risk. **The Original IRA**, Ira Koyner, introduces a strategic approach to **income-generating structured notes**—an innovative solution for those looking to reduce volatility and improve portfolio performance. Why Consider An Income Structured Note? Who Should Invest

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Japanese Stocks Custom Structured Note | Triathlon Partners TV

ira By ira
January 23, 2025

Exclusive Custom Note on Japanese Stocks by Triathlon Partners Empowering Clients with Innovative Investment Solutions Key Features Key Features Focus: Exposure to Japanese Stocks – Nikkei 225 & TOPIX 100. Potential Returns: 2.65 participation multiple of the return of the least-performing index with no cap on the upside. Principal Protection: Receive full principal protection if

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Roth IRAs vs. IUL : Tax-Free Growth and Market Protection | Triathlon Partners TV

ira By ira
January 8, 2025

Roth IRAs and a Powerful Alternative for Tax-Free Growth Explore the benefits of Roth IRAs and discover Index Universal Life (IUL)—a strategy for tax-free growth, market protection, and financial flexibility with Ira Koyner and Triathlon Partners TV. Why Consider Alternatives to Roth IRAs? Roth IRAs are celebrated for their tax-free growth and withdrawals, but not

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