News
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
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Memorial Day 2023
On this Memorial Day, we must pay tribute and respect to the brave souls who laid down their lives for our beloved nation. We are blessed to reside in the greatest country on earth, and it’s our responsibility to uphold their legacy by striving towards excellence.
May 24, 2023
Estate Planning
Honoring the Women in Our Lives by Preserving Their Legacy
From the cradle, I’ve been blessed with the constant influence of many strong women in my life. Wendy (my wife of 33 years), three daughters, my mom, six sisters, grandmothers
May 9, 2023
News
April 2023 Market Review
Currently, the Federal Reserve Bank is selling assets from its balance sheet, decreasing the money supply and shrinking the monetary base, adding more concern to the banking industry and the market. With tightening money supply and higher interest rates, it is unrealistic to expect equity market returns higher than the growth in corporate profits. Investors today cannot rely on that past growth moving forward.
May 3, 2023
Retirement Planning
7 Ways To Boost Social Security Benefits
There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take Social Security retirement benefits. Some SS strategies may boost your monthly benefit amount, helping you get the most from your SS benefits.
May 2, 2023
Education
10 Games to Teach Kids Financial Literacy
When is the last time you played Monopoly? Financial literacy activities may help prepare children for financial confidence in adulthood and help parents and children feel more comfortable talking about money. Teaching children about money and financial literacy using games can make learning fun. Here, we outline ten financial literacy games for kids of various ages.
May 1, 2023
Video
KSL April 2023 Interview
KSL’s Maria Shilaos interviews Jeff Junior about the recent stock market volatility and annuities.
April 19, 2023