Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

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Estate Planning

End-of-Year Planning

Several times a day, we receive inquiries from the general public about needing help after a loved one has passed away.  Here are just a few recent inquiries: “My wife

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A guide to preferred stocks

Preferred Stock: A Primer

With interest rates on the rise and equity prices falling, one of the financial markets’ sectors that has become increasingly attractive is preferred stocks. Preferred stocks are a combination of

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Happy Veterans Day!

Our Gratitude for Veterans

Reflecting on Veteran’s Day, CEO Jeff Junior takes time to share his gratitude for all his fellow veterans. Thank you! Take the time today to express your gratitude to someone

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Trajan Wealth October Market Review

October 2022 Market Review

he prospect of further tightening in monetary policy caused a decline of (9.5)% in the S&P 500 alone. We advocate an elevated level of diversification across asset classes following individual risk tolerance in the face of inflation.

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7 ideas to get your retirement savings on track
Retirement Planning

7 Ideas to Get Retirement Savings on Track

Planning for retirement by implementing appropriate retirement savings strategies can help you be more financially secure when you retire. It’s essential to realize that saving for retirement happens over time

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