Locations in Arizona, Oklahoma, and Utah

Trajan Wealth Fiduciary Advisors Fall Financial Planning

Now is the Time to Schedule Your Fall Financial Review October is the Financial planning month and a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that keep you on track with your goals. Regardless of your age, it …

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COVID19 and Retirement Savings

Retiring Amidst a Pandemic How Has COVID-19 Affected Your Retirement Plans? As 2020 comes to an end, more and more Americans are contemplating their decision to retire. Others are tapping their retirement savings, while some save more due to the economic fallout and impacts of COVID-19. A recent study by …

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Presidential Elections and Markets

Presidential Elections and Markets: Bucking the Trend in 2020 November third is fast approaching, and investors may be wondering how the 2020 presidential election might impact both the markets and their portfolios. Here’s what we know from a historical perspective.  The Presidential Election Cycle Theory The Presidential Election Theory, developed …

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Prepare your Portfolio for Taxes and Inflation

How to Prepare Your Portfolio for Taxes and Inflation Federal and state governments face sizable budget deficits due to the COVID-19 pandemic and a rocky political climate. With restrictions still in place as the pandemic continues to spread in the U.S., states are coming up short on two valuable revenue …

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What Does Wealth Mean to You?

What Does Wealth Mean to You? When people think of wealth, they might think of examples in film, such as Veruca Salt from the 1971 classic Charlie & the Chocolate Factory. Little Veruca had everything she wanted in life but desired one of Willy Wonka’s geese that laid golden eggs. …

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Investment Risk During and After COVID-19

Investment Risk During and After COVID-19 Investment risk is always present, but during COVID-19, the stock market has experienced so much volatility that investors are beginning to wonder where to invest. Investors must consider how investment risk can decline their portfolio’s value due to economic events that impact the entire …

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COVID-19 and the Global Retirement Crisis

COVID-19 and the Global Retirement Crisis  What does it mean for the U.S.? With more research and data coming out since COVID-19, the U.S. is facing an economic and retirement crisis. Still, many of the world’s countries are reporting the same retirement crisis as they borrow to make pension contributions. …

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Taxes and Inflation

Inflation and Taxes Could Rise Are You Ready for Retirement? Americans are starting to see the impact of increasing prices at the supermarket and the start of inflation. Also, clothing at retail stores is depleting as manufacturing has halted, creating demand for products ordinarily accessible. What impact will it have on taxes …

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Buy local and travel local

Travel Plans Cancelled? Buy Local and Travel Local COVID-19 has changed the way that Americans shop and travel, impacting our spending habits indefinitely. With stores, hotels, and restaurants closed or at limited capacity, many choose to cancel travel plans, stay at home and purchase online or locally, helping to support …

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