Trajan's Tactical Tips

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

Business

Update: Corporate Transparency Act Injunction

A major update for business owners: A federal court has temporarily blocked parts of the Corporate Transparency Act (CTA), pausing enforcement of certain provisions. Learn how this development could impact compliance requirements and what it means for your business.

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News

2025 Market Outlook

Learn why short-term market predictions often fall short and how Trajan Wealth looks at a “median” estimate instead, highlighting a range of returns over asset classes that should capture the bulk of probable future outcomes.

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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.

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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.

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