Locations in Arizona, Oklahoma, Texas, and Utah


Tax Alert! Are You Paying Too Much or Too Little?

Right now is a great time to evaluate your current tax situation and enact a few changes to improve it before the year ends. The first thing to evaluate is whether the correct amount of taxes is being withheld from your paycheck each month if you’re employed. Second, be mindful …

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Why Invest?

To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of contributing to the investment.  However, investing involves risks including possible loss of principal. Obviously, no investment strategy or risk management …

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Economic Recovery

How Do We Track Economic Recovery?

Since the beginning of 2021, signs of economic recovery have started to appear. Americans are actively spending in specific sectors, and some industries are faring well—while others are lagging. Consumers, ready to re-engage with the world after a year of social distancing and lockdowns, are eager to spend. However, some …

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China Stocks in U.S. Suffer Biggest Two-Day Wipeout Since 2008

China’s crackdowns on its technology and education sectors have had repercussions across global markets. The fallout? The Nasdaq Golden Dragon China Index, which tracks 98 of China’s most prominent firms listed in the U.S., plunged 7% on Monday, June 26th. Added to the previous Friday’s 8.5% drop,  puts the two-day …

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Grandmother and grandfather holding their grandchildren.

Why It’s Time to Create a Will

Many people do not think about estate planning until they are elderly or sick. Though these are valid times to consider your will, it is wise to draft a will (or revocable living trust) far before these situations occur.  Planning for your own death often feels scary, which is why …

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Summer financial review

3 Reasons For A Summer Mid-Year Review

Summer is a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that can help keep you on track with your goals. Regardless of your age, scheduling your financial review mid-year gives you enough time to implement changes before the …

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Medicare and your health

What You Need to Know About Medicare

Since July is Medicare’s birthday month, there’s no better time to discuss what Medicare is and how it may benefit you. At its core, Medicare is a federal health insurance program for Americans ages 65 and older and younger people with disabilities. Here are some questions and answers regarding Medicare: …

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What is Inflation & How Does It Affect You?

There’s been a lot of talk about inflation recently, so we thought today we’d take some time to walk through the basics of inflation. With today’s economic conditions, limited supply, and high demand, consumer prices are rising at their fastest rate in thirteen years. Understanding this aspect of our economy …

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Cryptocurrency is a new digital form of money that has both advantages and disadvantages.

What to Know About Cryptocurrency

Have you been hearing words like cryptocurrency and Bitcoin recently or seen others talking about investments in online currency? At Trajan Wealth, we have the lowdown on what cryptocurrency is and how it may (or may not) help you achieve your financial goals. What is Cryptocurrency? As the name implies, …

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Two older people sitting on a bench looking out at the beach.

Types of Retirement Plans

Whether you are nearing retirement or just starting to plan, knowing the different types of retirement plans out there can help you strategize. There’s a lot to consider when it comes to retirement and at Trajan Wealth we want to set you up for retirement success! So, we’ve compiled a …

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