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.
With all the good news—decisive election results, robust growth, steady inflation—US equity markets provided superlative returns in November. Here’s why we urge investors to keep their expectations grounded.
The holidays offer a meaningful opportunity to discuss estate planning with family. While it may seem like a serious topic, having this conversation reflects our care for one another and the future. By gathering together, we can strengthen our family bonds and ensure that everyone feels informed and supported as we navigate what lies ahead.
Post election, US equities are up sharply with expectations of “pro-growth” policies are expected from the incoming Trump administration. We caution our clients against any heightened exuberance in their investment strategies and asset allocation. Here’s why…
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
As healthcare costs continue to rise, it’s crucial to understand how to protect your retirement savings from these expenses. Here are four strategies to help shield your retirement funds from unexpected healthcare costs.
October ushers in the Halloween season, spotlighting themes of death and the supernatural, often playfully. Homes are decorated with skulls and ghosts, and haunted attractions invite the brave to confront the macabre. While Halloween allows for lighthearted celebration of fears, it also encourages deeper reflections on death and dying.
