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.
Prioritizing, organizing, and strengthening your finances is one of the best ways to plan for your present and prepare for the future. Whether you run a small business and need
Make A Difference We are back again to help our friends at The Sojourner Center for our 6th annual holiday donation drive! The Sojourner Center is a charity local to
By Sterling E. Russell, CFA There is a widely held view that, with the Federal Reserve raising interest rates and reducing its balance sheet by selling treasury bonds and mortgage-backed
An estate plan often focuses on the tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your
Inflation represents one of the biggest long-term risks facing investors, and we want to own assets that can grow their intrinsic values even in an inflationary environment. Contrary to conventional wisdom, we think stocks can be an excellent inflation hedge, especially if the companies have these three characteristics.
When was the last time you stopped to take stock of your finances? Are you on track to reach your short- and long-term financial goals? Do you have confidence in
