Taxes
Tax Planning 2021 and Beyond
New Administration, New Taxes? With a new president and administration, now is a great time to meet with a Trajan Wealth fiduciary advisor to discuss how our new president, Joe
February 1, 2021
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Retirement Planning
Top 5 Mistakes Investors Make and How to Avoid Them
Learning from our mistakes is a good thing. After all, if we learn from our mistakes, we are likely not to repeat them. Sometimes psychological or emotional factors contribute to
February 1, 2021
Investing
Portfolio Cash: Not Just for Investing
Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs). Investors and their advisors often want to move cash to securities for
February 1, 2021