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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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Survival Tips For Tough Economic Times
Economists suggest that the U.S. economy is not in the clear and may be approaching another recession in 2023. Knowing the signs of a recession is essential to help you determine when to cut spending. You can also look for extra cash by using these tips to help you survive tough economic times.
December 3, 2022
Video
Our 6th Annual Scottsdale Golf Tournament Charity Drive
Our 2022 golf tournament and donation drive was a HUGE success! Every year, Trajan Wealth partners with the Sojourner Center, and we ask clients and employees to donate unwrapped gifts
December 2, 2022
Estate Planning
End-of-Year Planning
Several times a day, we receive inquiries from the general public about needing help after a loved one has passed away. Here are just a few recent inquiries: “My wife
November 21, 2022
Atlanta
Finding a Financial Advisor in Atlanta, Georgia
Between a wealth of booming businesses, high job growth rates, and family-friendly neighborhoods, living in Atlanta offers plenty of advantages. If you have been searching for an Atlanta financial advisor,
November 17, 2022
Investing
Preferred Stock: A Primer
With interest rates on the rise and equity prices falling, one of the financial markets’ sectors that has become increasingly attractive is preferred stocks. Preferred stocks are a combination of
November 16, 2022
Investing
Meta Problems
Investors are panicking about competitive threats to Meta’s core business, and the tens of billions of dollars management is spending (wasting?) on its metaverse initiative. We see reasons for optimism, and the valuation is deeply depressed. But we’re wary of the lack of checks and balances on CEO Mark Zuckerberg.
November 14, 2022