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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
A blog for everyday financial tips, Trajan news updates, and more
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Taxes
DAFs vs. PFs: Which foundation is appropriate for you?
Charitable giving is an opportunity to use your wealth to benefit others while providing you with tax benefits. If you’re searching for a way to reduce your tax bill and
August 2, 2022
Retirement Planning
Inflation and Your 401(k)
Unfortunately, you can’t stop inflation as it’s out of our control. But you can be mindful of it and implement specific strategies to help lessen the burden of inflation on
August 1, 2022
Investing
Staying Calm During a Volatile Market
After hearing the term “bear market” repeated every hour on the news and watching recent stock behavior, you might feel anxious about this volatile market. Today, we’ll talk you through
July 21, 2022
News
Trajan Wealth Hires Former Morningstar Portfolio Manager Matt Coffina
A new beginning and new strategies with a fast-growing, independent fiduciary advisor 7/1/2022 Phoenix, AZ – Trajan Wealth, an Arizona-based Registered Investment Advisor (RIA) that collectively manages more than $1
July 7, 2022
Investing
June 2022 Market Review
“Time arbitrage – taking advantage of the opportunity for long-term profit offered when short-term investors sell due to disappointing short-term macro or business progress – has been a major source
July 7, 2022
Estate Planning
Is It Time to Update Your Estate Plan?
It’s essential to revisit and change your estate plan from time to time. Most financial experts recommend that you review and revise your estate plan every three to five years
July 1, 2022