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 IRS has proposed several significant changes to the tax code as part of its revenue proposals for 2025. If enacted, these changes could have profound implications for estate planning and top earners.
As an investor, it’s essential to understand economic indicators that can affect your portfolio’s performance. Monitoring these indicators can help you predict patterns, identify trends, and make informed investment decisions.
Spring cleaning isn’t just about decluttering your physical environment; it’s also an opportunity to clean and organize your finances so you may enjoy a more decluttered financial life.
The Fed is aiming for a soft landing by reducing inflation without causing a recession. However, bringing inflation back to the 2% target is challenging. The unemployment rate has dipped and the Consumer Price Index, another measure of inflation, has increased.
Q1 2024 ended by capping off equities’ best start to the year since 2019, with the rally expanding beyond tech stocks. Expected rate cuts of 0.50-0.75% may extend the rally temporarily, but there are reasons to be cautious.
When a parent dies without a clear estate plan, confusion, hurt feelings, and family discord can arise between siblings who have different understandings of their entitlements to the estate.
