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AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Trajan Wealth Hires Former Morningstar Portfolio Manager Matt Coffina
A new beginning and new strategies with a fast-growing, independent fiduciary advisor 7/1/2022 Phoenix, AZ – Trajan Wealth, an Arizona-based Registered Investment Advisor (RIA) that collectively manages more than $1
July 7, 2022
Investing
June 2022 Market Review
“Time arbitrage – taking advantage of the opportunity for long-term profit offered when short-term investors sell due to disappointing short-term macro or business progress – has been a major source
July 7, 2022
Estate Planning
Is It Time to Update Your Estate Plan?
It’s essential to revisit and change your estate plan from time to time. Most financial experts recommend that you review and revise your estate plan every three to five years
July 1, 2022
Investing
5 Things to Consider During a Bear Market
During a bear market, emotions may cause anxiety for some as they watch the market valuation of their portfolios decline. However, for others, a bear market is a buying opportunity.
July 1, 2022
News
Rising Rates, the Stock Market, and Your Portfolio
Interest rates can positively or negatively affect the U.S. economy, the stock markets, and your portfolio. With The Fed increasing the target range for the Federal Funds Rate to help
June 29, 2022
General
8 Indicators of Financial Wellness
Financial wellness is a state of being where you are in control of your personal finances. Financial wellness means you can cover expenses and save for future goals. Consider financial
June 27, 2022
