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Resilience, Innovation, and Opportunities
Innovation tailwinds are driving stock market valuations due to AI, and bond yields have reached their highest levels in decades. The future looks bright with numerous opportunities for investors.
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
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Dallas
Saving Your Money in Dallas
They say everything’s bigger in Texas. If that’s true (and we know it is), why shouldn’t that include your savings account? As your Texas fiduciary advisors, we’re here to remind
August 18, 2022
Investing
Is It Time To Focus On Income vs. Growth?
By Sterling E. Russell, CFA With Federal Reserve Policy Makers in the early stages of what could be an extended period of tighter monetary policy, it is time for investors
August 15, 2022
Estate Planning
3 Michael Jackson Estate Planning Mistakes and How You Can Do Better
By Kent Phelps, Attorney & CEO of Trajan Estate On August 29th, Michael Jackson would have turned 64 years old. His children are now 25 (Prince), 24 (Paris) and 20
August 11, 2022
Investing
Why Market Timing Is a Bad Idea
We think market timing is a mistake, for three reasons: (1) Long-term returns in the stock market have been very good, and time is on your side, (2) There is an inverse relationship between valuations and future returns, and (3) Past bear markets show how difficult it is to get the timing right.
August 10, 2022
Investing
July 2022 Market Review
Download a copy here “In the short run, the market is a voting machine but in the long run it is a weighing machine.” -Benjamin Graham Earnings, valuations, and discount
August 5, 2022
Education
How to Maintain Your 529 Plan During Uncertainty
The uncertainty of today’s economy, rising interest rates, and market volatility may have you concerned about your 529 plan’s performance over the past months. If your child or grandchild has
August 3, 2022