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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.
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News
Trajan Wealth Launches A New ETF
The Trajan Wealth Income Opportunities (TWIO) Fund launched in April 2021. The Fund seeks to provide investors with current income while preserving and growing principal. The target asset allocation is
April 6, 2021
News
Arizona Supreme Court Approves First Alternative Business Structure
The Arizona Supreme Court has approved Trajan Estate, LLC, for nonlawyer ownership of a law firm for the first time in the history of the legal profession. Trajan Estate, LLC,
April 6, 2021
News
American Rescue Plan Act of 2021: Will It Impact You?
The new stimulus plan may have an impact on your finances. The American Rescue Plan Act of 2021 is a $1.9 trillion relief package is designed to help struggling Americans
April 1, 2021
Taxes
Tax Season 2021: What You Need to Know
Due to the CARES Act, filing your 2020 taxes may look a bit different this year. By becoming familiar with certain deductions and rules, you may be able to avoid
April 1, 2021
Retirement Planning
Top 5 Tips for Making Sound Financial Decisions
Everyone needs to make smart financial decisions that steer them toward financial success. When people thrive financially, they may feel less financial stress, leading them to accomplish short and long-term
April 1, 2021
Taxes
How to Start Tax Planning
It’s that time of year. Tax season. But this time, you don’t have to let taxes scare you. By utilizing some of our recommended tax planning strategies you can head
March 15, 2021