A blog for everyday financial tips, Trajan news updates, and more
Learn why short-term market predictions often fall short and how Trajan Wealth looks at a “median” estimate instead, highlighting a range of returns over asset classes that should capture the bulk of probable future outcomes.
Intergenerational wealth, what’s their secret sauce? Surprisingly, there are numerous strategies available when managing your life insurance.
Did you know you can reduce your taxes while also giving back to your community? Read what rules apply when using a DAF.
Government credit ratings are like personal credit scores and they can turn sour. Here’s how the recent downgrade could it impact citizens in the US.
The reason for sanctions on Chinese companies aim to reduce US investor capital to companies that may pose national security risks. We at Trajan Wealth take our role as fiduciaries very seriously and would never invest client capital in jurisdictions that have questionable property rights, and where unelected, autocratic regimes can arbitrarily apply laws.
Experts believe that the Federal Funds Rate has hit its peak and interest rates may be lowered in the next year to benefit the struggling market. However, ongoing efforts to combat inflation may require further action from the Federal Reserve.
To diversify investments and manage risk, we continue to recommend allocating assets across different classes. We also believe that non-traditional asset classes – “real assets” such as real estate and infrastructure, as well as private equity and private credit merit consideration given the real portfolio enhancement opportunities as we transition to a potentially lower growth environment.
