We have successfully completed our third quarter of 2021!  We are hoping you all are staying healthy and safe during these difficult times.  We are here for you, working hard for your finances and doing our best to stay healthy.  We hope you enjoy our updates! Look for our quarterly Triangle Times in the future.  Want to stay in the loop more often?  Follow us on Facebook, LinkedIn or Website to find current updated resources and stories. 

Triangle’s Action Plan for COVID-19

All staff members at Triangle are fully vaccinated, and are working full time in the office Monday through Friday from 9:00 am to 4:00 pm. We are continually keeping up with the CDC guidelines, and are making sure to sanitize and clean all commonly touched surfaces, as well as wearing a mask when we are in close contact with each other for more than 15 minutes at a time. We are mainly offering virtual meetings, but are offering limited in person meetings to help keep up with safe social distancing recommendations.

We ask that you stay home if you are ill or symptomatic as we are more than happy to have your meeting over zoom or the phone, or to reschedule your meeting until you are well.

Triangle’s Plan of Action:

  • All appointments with Kendra and Lindsey are now virtual preferred. We have limited availability to meet in person.
  • Our staff members are completely vaccinated, keeping their hands washed consistently, wearing masks, and are continuously doing their part to keep their workstations and the office clean.
  • Office hours are now 9:00 am to 4:00 pm, please schedule an appointment time to drop something off in office.

As always, please look for emails, follow us on Facebook and check our website to stay posted on what we are doing. We wish you wellness, and we are here for you.


Parnassus Proxy Vote

You may have recently received a letter from Parnassus with an Important Notice that they have been trying to contact you.  Parnassus is asking their shareholders to cast their proxy votes for the upcoming merger with AMG. Parnassus will continue to manage your funds in their active responsible manner as always. This proxy vote will approve the merger.

Please respond to the Parnassus vote either by phone or online using the information provided in your letter. If you have additional questions, you can call us at 515-282-8962, or Parnassus at the number on your letter. 

For more information about the merger, please visit the Press Release of the merger by clicking on the link below. https://www.parnassus.com/updates/article/amg_and_parnassus_investments_announce_partnership

InvenTrust Reverse Stock Split

InvenTrust Properties, formerly known as Inland America, announced a 1-for-10 Reverse Stock Split on August 5th, 2021, in preparation for a possible liquidity event. You will receive a confirmation and see this reverse split reflected on your statement. This reverse split will not change the total value of your investment in InvenTrust, but you will see a decrease in number of shares.

Along with the reverse stock split, the company has cancelled the Share Repurchase program for this fall, which we had previously emailed information out to clients who held the share. You can disregard that previous communication.

At this time, there is no further action needed by you. We will be monitoring this investment and evaluating any possible liquidity events when they are available.

Phases and Stages: COVID’s Impact on Market’s Phases

At Triangle, we feel like a broken record talking about diversification in your portfolio and how we would suggest to rebalance.  This article by Liz Ann Sonders, Charles Schwab’s Chief Investment Strategist, talks about how different markets have responded to the phases and stages of Covid. https://www.schwab.com/resource-center/insights/content/phases-and-stages-covids-impact-on-markets-phases


Triangle Financial was recently informed of the recent sale of 3101 Ingersoll Ave, which means that Triangle will be moving to a new location at the beginning of 2022.  We are still working on getting final details in place, but will keep our clients updated about any and all changes through email, mailings, as well as on our website and postings to Facebook.  


We invite you, your family, and guests to join us as we make up for lost travel time and taste adventure around the world together! Join us on Tuesday, October 12th, 2021 at the Lauridsen Amphitheater at Water Works Park for a relaxing evening of “travel”.

We are reserving a certain number of guests in 30-minute time frames between 5:00 pm and 8:00 pm, so please make sure to RSVP to Aurora at admin@trianglefsinc.com, or by calling the office at (515)-282-8962.

Please RSVP your preferred time, and the number of meals you will be needing no later than Tuesday, October 5th.


Please help us congratulate all of our Triangle staff on their recent work anniversaries!

Kendra – Celebrated her 17th year with Triangle Financial Services on August 3rd, 2021.
Lindsey – Celebrated her 12th year with Triangle Financial Services on August 26th, 2021.
Aurora – Celebrated her 2nd year with Triangle Financial Services on August 27th 2021