A blog for everyday financial tips, Trajan news updates, and more
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.
By Sterling E. Russell, CFADirector of Fixed Income Last week in a note to our advisors, I wrote that I felt the markets were on an unstainable trajectory and had
Many people decide to ‘semi-retire’ early and start taking their Social Security Retirement benefit at the earliest age possible. It’s appealing to be able to work part-time or where you
Effective January 1, 2020, the SECURE Act, a progressive change to retirement savings plans, is now law. The last legislation to retirement savings happened when Congress allowed for automatic enrollment
With 2020 barely started, preparation for tax season is underway for many investors. Now in the second year of filing taxes under the Tax Cuts and Jobs Act of 2017
Many people refer to their retirement savings as a “nest egg”. However, in theory, it should be made up of many sources of retirement income – many eggs. Even if
SAVVY: Adjective | Pronounced sav-ee | Having or showing perception, comprehension, or shrewdness especially in practical matters | Money Savvy: Smart with money, money wise, financially astute, shrewd. If you
