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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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Taxes
What Are the Tax Advantages of Life Insurance?
Good tax planning will help you reduce your taxes when you’re alive, and when it comes to leaving money to your beneficiary. If you’re wondering: is life insurance taxable? The
February 4, 2021
Taxes
Tax Planning 2021 and Beyond
New Administration, New Taxes? With a new president and administration, now is a great time to meet with a Trajan Wealth fiduciary advisor to discuss how our new president, Joe
February 1, 2021
Retirement Planning
Top 5 Mistakes Investors Make and How to Avoid Them
Learning from our mistakes is a good thing. After all, if we learn from our mistakes, we are likely not to repeat them. Sometimes psychological or emotional factors contribute to
February 1, 2021
Investing
Portfolio Cash: Not Just for Investing
Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs). Investors and their advisors often want to move cash to securities for
February 1, 2021
Insurance
What is Overfunded Life Insurance?
When it comes to overfunded life insurance, there are a lot of questions people have. A few that come to mind may include: At Trajan Wealth, we can help you
January 30, 2021
Insurance
Understanding Overfunded Life Insurance
People often have questions about overfunded life insurance at Trajan Wealth. Some of the most common queries include: Trajan Wealth can help you evaluate whether overfunding your life insurance policy
January 30, 2021