Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Male and female are brainstorming investment finance ideas
Investing

Ways Women Investors Differ from Men Investors

In finance, most investors are men. However, the number of women pouring money into investments is rising and it’s important to understand their differences. Both genders aim to grow wealth, but their approaches and concerns can vary – a lot.

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Cartoon of woman balancing up and down arrows
Investing

FEBRUARY 2024 Market Review

The equity markets posted a strong February based on solid earnings releases for 2023 and the perception that the FOMC’s next move will be to reduce short-term interest rates. Now, while we welcome the commencement of a “goldilocks environment,” a significant looming risk factor makes us more nuanced in the future trajectory of returns across most risk assets.

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Illustration of investor looking through binoculars
Investing

What Happens After A Strong Year In the Stock Market?

The S&P 500 surged over 26% in 2023. Even bonds showed signs of life, rising almost 6% as interest rates declined late in the year. Everyone wonders what comes next. While we can’t predict the market’s short-term direction, if we let history be our guide, a strong return one year doesn’t mean bad returns the next year.

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Image of seller expecting higher price
Investing

January 2024 Market Review

The markets were mixed as we entered the New Year in January, with stocks and bonds posting diverging returns for the month. We are taking a more sober outlook for consumer spending, business investment and thus, business earnings.

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two grown up child cuddle hug give flower gift box red heart card to mature mum.
Estate Planning

Love and Legacy

As Valentine’s Day approaches, many of us are focused on expressing our love and appreciation for our significant others. We gift chocolates, flowers, and sentimental cards to show how much we care. But amidst the romantic gestures and candlelit dinners, it’s worth considering how estate planning ties into the spirit of this holiday.

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