Locations in Arizona, Oklahoma, and Utah

Financial Wellness

Do You Need Financial Wellness?

Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. However, this doesn’t have just one meaning because it can mean something different to each person. Financial wellness is a broad term that encompasses these key areas: Taking control of your money …

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Reddit, GME, Robinhood

Reddit, GME, Robinhood, and Social Media: Why Investors Should Care

One of the biggest news stories last month was the heightened trading activity and price volatility of GameStop and several other companies. These company’s stocks were targeted by participants using the social media platform Reddit. Reddit supported the social media conversations among its members, and Robinhood was the trading app …

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Tax Planning

Tax Planning 2021 and Beyond

New Administration, New Taxes? With a new president and administration, now is a great time to meet with a Trajan Wealth fiduciary advisor to discuss how our new president, Joe Biden, may affect your finances, tax planning, and retirement. Given the balance of the U.S. federal deficit and the federal and state …

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Portfolio Cash

Portfolio Cash: Not Just for Investing

Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs). Investors and their advisors often want to move cash to securities for performance in an environment where interest rates are low or effectively at 0%. There are reasons that cash accounts should …

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