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.
The greatest gift this season? Peace of mind. Priceless, really. Especially when you consider what peace of mind has done for Kent Phelps, an estate attorney himself who experienced the loss of his parents.
Historically, companies that pay a portion of their profits in dividends on their common stock have been an attractive source of income for income-oriented investors. Mutual funds and ETFs that
Tucson’s great weather, low cost of living, and rich history has made it a desirable place to live for people still at work and those who are recently retired. Perhaps
Carvana hoped to disrupt used car retailing, but it never established a sustainable brand or cost advantage. We see five lessons from Carvana’s experience, including that tactics aren’t a moat. We prefer CarMax: The company has made aggressive investments in its own e-commerce platform, but with superior scale and omnichannel fulfillment.
Last month’s markets showed signs of improvement, but 2022 will be remembered as a year of sharp corrections. It’s to be expected when you’re investing – but based on historical patterns, they also indicate a bounce back. Let’s review – pencils out!
The Social Security retirement and supplemental security income (SSI) benefits are set to increase by 8.7% in 2023 – the largest annual increase since the 1980s. There’s also good news for Medicare beneficiaries regarding inflation.
