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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
Why Should I Diversify My Portfolio?
We’ve all heard the phrase, “don’t put all your eggs in one basket.” Though it’s become fairly cliche, the truth of it remains important, especially when it comes to your
November 23, 2021
Investing
How Much Do I Need To Retire?
Worried about retirement planning? You’re certainly not alone. In fact, more than 70% of Americans wonder if they’ll have enough money saved by their retirement age. Even those who contribute
November 23, 2021
Dallas
Finding a Financial Advisor in Dallas, TX
Bills. Estate Planning. Taxes. Getting ahold of your finances can sometimes seem overwhelming. With so many different factors (not to mention ever-changing economical aspects) you need someone on your side.
November 23, 2021
General
Find a Financial Advisor in Houston, TX
There’s a lot to love about living in Houston: the food, the arts, the weather. But as you’re enjoying your day-to-day life, how often are you thinking about your finances?
November 15, 2021
Saving
The Importance of Long-Term Care Planning
The statistics on longevity show that people are living longer and will likely need long-term care (LTC) at some point in their lives. The unknowns each of us faces are
November 1, 2021
Business
Support Small Businesses
On November 27th, consider “shopping small” to support small businesses as you purchase holiday gifts this Small Business Saturday. The World Trade Organization reports that small and medium-sized businesses represent
November 1, 2021