Tactical Tips Blog
Latest Financial Tips & News
Investing
Risk Tolerance: Understanding Your Investing Personality
Markets will always move. The real question is how you respond when they do. Understanding your risk tolerance goes beyond numbers, it’s about recognizing how you think, feel, and make decisions when your investments fluctuate.
Business Hours
8 AM - 5 PM EST, Monday- FridayPhone
(800) 838-3079Advisory services are offered through Trajan® Wealth, LLC, an SEC registered investment advisor. Legal services offered by Trajan® Estate, LLC in Arizona and Utah, and by Estate Lawyers, PLLC in other states.
Annuities not Advisory products. Guarantees backed by the issuing insurance company. D.B.A. Trajan® Wealth Insurance Solutions.
Tax services offered through Trajan® Tax L.L.C. Trajan Wealth, LLC will refer clients with tax needs exclusively to Trajan® Tax LLC for tax services. Trajan® Tax LLC will refer clients with investment needs exclusively to Trajan Wealth, LLC for advisory services.
Small business 401(k) services offered through a third-party partner.
High Yield Savings account offered by Cantor Fitzgerald Insured Cash Program℠ as an Introducing Party for a deposit bank program. The deposit bank program is established and administered by StoneCastle Cash Management, LLC. Trajan Wealth LLC is not a member of the Federal Deposit Insurance Corporation (“FDIC”) and is acting as an Intermediary. Trajan Wealth is not a bank.
Investment in private equity requires accreditation.
USA TODAY’S Best Financial Advisory Firms 2025, 2024 & 2023 (Received April 23rd, 2025, April 24th, 2024, and April 26th, 2023). Licensing fees are paid post-award for the use of the ranking.
Newsweek’s Top Financial Advisory Firms 2025 and 2026 (Received November 19th, 2024, and November 14th, 2025). Licensing fees are paid post-award for the use of the ranking.
