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Trajan’s 2024 Donation Drive
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
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Investing
November 2024 Market Review
With all the good news—decisive election results, robust growth, steady inflation—US equity markets provided superlative returns in November. Here’s why we urge investors to keep their expectations grounded.
December 10, 2024
Estate Planning
Gathering and the Importance of the Family Meeting
The holidays offer a meaningful opportunity to discuss estate planning with family. While it may seem like a serious topic, having this conversation reflects our care for one another and the future. By gathering together, we can strengthen our family bonds and ensure that everyone feels informed and supported as we navigate what lies ahead.
November 25, 2024
Investing
October 2024 Market Review
Post election, US equities are up sharply with expectations of “pro-growth” policies are expected from the incoming Trump administration. We caution our clients against any heightened exuberance in their investment strategies and asset allocation. Here’s why…
November 8, 2024
Retirement Planning
4 Ways to Help Protect Against Unexpected Healthcare Costs in Retirement
As healthcare costs continue to rise, it’s crucial to understand how to protect your retirement savings from these expenses. Here are four strategies to help shield your retirement funds from unexpected healthcare costs.
October 28, 2024
Estate Planning
Embracing the Inevitable: Death, Dying, and Planning for the Future
October ushers in the Halloween season, spotlighting themes of death and the supernatural, often playfully. Homes are decorated with skulls and ghosts, and haunted attractions invite the brave to confront the macabre. While Halloween allows for lighthearted celebration of fears, it also encourages deeper reflections on death and dying.
October 23, 2024
Taxes
Year-End Contributions: A Gift to Yourself
The end of the year is the perfect time to work toward getting your finances in order. Wrap up all your retirement savings contributions before employer-sponsored plans such as Keogh, Solo 401(k), and 401(k). Learn more!
October 23, 2024