News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Retirement Planning
Social Security Retirement: Changes for 2024
The Social Security Trust Fund needs more reserves due to a lower worker-to-beneficiary ratio caused by demographic changes. Congress needs to take action to prevent the trust fund reserves from being exhausted by 2035. Otherwise, a 24% reduction in benefits starting from 2024 is expected. Here are some of the changes forecasted.
November 29, 2023
Taxes
Tips for Capital Gains Tax Planning
Remember, the key is not only about how much your investments earn but also how much you keep after taxes. Start planning ahead for capital gains tax with these four key concepts.
November 27, 2023
Atlanta
Atlanta Financial Advisor vs. Fiduciary: What’s the Difference?
Handing over your financial information and interests to a team of advisors is a big decision. You want to know that your best interests are for and your team is
November 22, 2023
Estate Planning
Why Estate Planning Deserves a Seat at the Thanksgiving Table
As Thanksgiving approaches, our minds often turn toward gratitude, family, and tradition. While these elements are central to the holiday, it is also an opportune time to reflect on long-term plans, ensuring the well-being of our loved ones for generations to come.
November 20, 2023
Austin
How to Find a Financial Advisor in Austin
Getting your finances organized in Austin, Texas, doesn’t have to be complicated. It’s about finding a financial institution that prioritizes relationship building and provides comprehensive services. If you’re unsure how
November 15, 2023
Naples
Choosing a Financial Advisor in Naples
Are you looking to take control of your finances here in the beautiful city of Naples? Our Florida Trajan Wealth team can advise on and manage your portfolio—giving you the peace of mind you deserve.
November 14, 2023
