Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more


July 2023 Market Review

To diversify investments and manage risk, we continue to recommend allocating assets across different classes. We also believe that non-traditional asset classes – “real assets” such as real estate and infrastructure, as well as private equity and private credit merit consideration given the real portfolio enhancement opportunities as we transition to a potentially lower growth environment.

Read More »