Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

2025 Market Outlook Hero Image
News

2025 Market Outlook

Learn why short-term market predictions often fall short and how Trajan Wealth looks at a “median” estimate instead, highlighting a range of returns over asset classes that should capture the bulk of probable future outcomes.

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Virtual Financial Appointment
General

Client-Advisor Communication

During times of uncertainty, communicating with others, and your advisor can be beneficial during any life-altering or world-changing event. For some, survival is their only plan when their financial resources

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Do Not Put Off Your Retirement
News

2019 Tax Extensions

COVID-19 has changed the deadline for 2019 tax filings and retirement account contributions to July 15th, 2020. The 2019 tax extensions changed the deadline as a part of the CARES

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