Locations in Arizona, Oklahoma, Texas, and Utah

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What is a High Yield Savings Account?

Not all savings accounts are made alike. When it comes to stocking away your savings, there’s opportunity for that pot of money to grow all on its own! High yield savings accounts can offer interest rates that are 20-25 times higher than the national average, helping to grow your finances …

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Discuss Money with Your Partnet

Why Discuss Money with Your Partner?

Communicating about money with your significant other can be healthy for your relationship. When it comes to money and relationships, couples need to have the same financial values. Having conversations about money and dealing with money issues versus avoiding them is an essential step in meeting the financial goals that …

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COVID 19 and Retirement

The COVID-19 Retirement Study: What Can We Learn?

COVID-19 is changing many things throughout the world. Planning for retirement or already being in retirement has also changed for many Americans. While retirement can be an exciting time, it also brings additional concerns heightened by the pandemic. In 2020, the Transamerica Center for Retirement Studies surveyed retirees to learn …

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TWIO on the NYSE

Trajan Wealth Launches A New ETF

The Trajan Wealth Income Opportunities (TWIO) Fund launched in April 2021. The Fund seeks to provide investors with current income while preserving and growing principal. The target asset allocation is a blend of dividend-paying common stocks, preferred stocks, and other fixed-income securities.

The investment strategy is based on looking for financially sound companies operating in industries we view as attractive. Once these companies are identified, we look across the capital structure to find investments that will meet our income targets and which we believe offer safety of principal and a return profile that meets our hurdle rate. Investors can expect that, over time, approximately 80% of the total return will come from income with the balance from capital appreciation.

The Fund’s managers are Sterling Russell, CFA, and Udayan Mitra, CFA.  Combined, they have over 50 years of experience in managing fixed income and equity portfolios ranging up to $10 billion in size.

For more information on the Fund, visit https://trajanwealthetf.com/.   

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Trajan Estate

Arizona Supreme Court Approves First Alternative Business Structure

The Arizona Supreme Court has approved Trajan Estate, LLC, for nonlawyer ownership of a law firm for the first time in the history of the legal profession. Trajan Estate, LLC, is owned by fiduciary advisor Jeff Junior and attorney Kent Phelps. This is the first Alternative Business Structure (“ABS”) to …

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Making Financial Decisions

Top 5 Tips for Making Sound Financial Decisions

Everyone needs to make smart financial decisions that steer them toward financial success. When people thrive financially, they may feel less financial stress, leading them to accomplish short and long-term financial goals. Here are five tips to help you make better financial decisions for yourself: #1: Involve Yourself in Your …

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Tax Season

Tax Season 2021: What You Need to Know

Due to the CARES Act, filing your 2020 taxes may look a bit different this year. By becoming familiar with certain deductions and rules, you may be able to avoid costly mistakes. Here’s what you need to know for this year’s unique tax season:  RMDs Require Special Attention. Even though …

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American Rescue Plan Stimulus

American Rescue Plan Act of 2021: Will It Impact You?

The new stimulus plan may have an impact on your finances. The American Rescue Plan Act of 2021 is a $1.9 trillion relief package is designed to help struggling Americans overcome financial hardship. Here’s an overview of several of its most important components that relate to individuals: The Third Round …

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Tax time

How to Start Tax Planning

It’s that time of year. Tax season. But this time, you don’t have to let taxes scare you. By utilizing some of our recommended tax planning strategies you can head into this tax season confident and organized. Create a Filing System. If you don’t already have a filing system, now …

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