Trajan's Tactical Tips

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

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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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The Great Wealth Transfer

Over the next twenty years, there will be a wealth transfer that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and

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Happy Retirement, LIBOR

There’s a number that is going away soon that has an impact on your life; it’s called LIBOR.  LIBOR (London Interbank Offered Rate) is used to determine the interest rates

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Crisis Preparation
Estate Planning

Will and Estate Planning Guide

It’s crucial to have a will or estate plan, no matter your age. These documents go beyond simply passing assets at death, they can also be invaluable during difficult times.

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End of Year Money Moves

It’s that time of year again; kids go back to school, the election season is near, fall holiday planning starts, and suddenly we all move closer to the end of

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