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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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Investing
May 2024 Market Review
Robust Q1 2024 earnings in the US eased fears of higher borrowing costs cooling the economy. However, there are multiple cautionary note for future stock market performance. Read our recommendations for portfolios moving forward.
June 8, 2024
Arizona
Retiring in Tucson, Arizona: Sunshine and Birds
Where do you see yourself when you dream of retirement? Do you picture yourself in a sunny location with lots of outdoor activities, or perhaps at a secluded lake? If you imagine a warm climate with plenty of adventures, retiring in Tucson, Arizona might be perfect for you.
May 31, 2024
Investing
What to Ask a Fiduciary Advisor in Salt Lake City
When seeking a fiduciary advisor in Salt Lake City, it’s crucial to ask the right questions to evaluate their qualifications, approach, and alignment with your financial goals. Personalization is essential for a successful financial planning relationship.
May 29, 2024
Investing
Variables Impacting Homebuyers This Year
As we look ahead in 2024, it’s crucial for potential homebuyers to anticipate the direction of mortgage interest rates. While you can’t control interest rates, you can certainly prepare for them. Take a closer look at the factors that could influence mortgage rates during the summer and beyond.
May 29, 2024
Saving
A ‘How-To’ Guide for Building a Vacation Fund
Are you planning a vacation or a getaway? (Beach, please!) Remember to budget for it. Here are some practical tips to help you build your vacation fund effectively. Because financial freedom makes vacations that much sweeter.
May 28, 2024
Education
A 6-Step Financial Action Plan for Divorcees
Coping with the emotional toll of a divorce is just the beginning. There’s also the challenging task of sorting out finances and assets. Here is a guide for divorcees seeking a fresh start for their finances.
May 25, 2024
