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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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General
Our Gratitude for Veterans
Reflecting on Veteran’s Day, CEO Jeff Junior takes time to share his gratitude for all his fellow veterans. Thank you! Take the time today to express your gratitude to someone
November 11, 2022
Investing
October 2022 Market Review
he prospect of further tightening in monetary policy caused a decline of (9.5)% in the S&P 500 alone. We advocate an elevated level of diversification across asset classes following individual risk tolerance in the face of inflation.
November 8, 2022
Retirement Planning
7 Ideas to Get Retirement Savings on Track
Planning for retirement by implementing appropriate retirement savings strategies can help you be more financially secure when you retire. It’s essential to realize that saving for retirement happens over time
November 7, 2022
Retirement Planning
Social Security Retirement Benefits: Milestone Ages That Impact Your Payout
Understanding the critical ages for taking Social Security retirement benefits can be the difference in thousands of dollars over time. Therefore, it is important for you to determine the best
November 7, 2022
Saving
How To Be Smart Using Credit
Taking steps towards improving your financial situation includes understanding how to manage your credit wisely. If you don’t take credit seriously, you may run into issues when applying for a
November 7, 2022
Arizona
Finding a Financial Advisor in Phoenix, Arizona
Prioritizing, organizing, and strengthening your finances is one of the best ways to plan for your present and prepare for the future. Whether you run a small business and need
November 2, 2022