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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.
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
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Saving
How to Skip the Toys When Gifting to Children
Are you thinking about heading to the toy store this season? When it comes to picking gifts for our children, grandchildren, or special people in our lives, we often reach for the newest toys or gadgets. However, it’s good to remember that these items can lose their charm and value over time. Here are some suggestions that can brings lasting joy!
October 17, 2024
Investing
September 2024 Market Review
Geopolitical tensions are rising in the Middle East and Ukraine, raising concerns about potential escalation of conflicts. Despite these tensions, financial markets continue to remain resilient, but there are risks of slower global growth and increased joblessness due to the potential consequences of war. What’s an investor to do? Read our September 2024 market review.
October 8, 2024
Retirement Planning
Social Security Retirement: Proposed Changes for 2025
As the U.S. population ages and life expectancies continue to increase, Social Security policymakers are considering adjustments to ensure its long-term sustainability. Read about three discussions are underway that may impact retirement benefits starting in 2025.
September 30, 2024
Estate Planning
Well Played, Chan-Chan Man: Matthew Perry’s Smart Move with a Trust Estate Plan
Matthew Perry, beloved for his role as Chandler Bing on Friends, was not only known for his wit and humor on screen but also for his smart financial planning off-screen. His meticulous estate planning ensured his loved ones would be well taken care of in the event of his passing.
September 24, 2024
Business
Asset Protection 101: A Guide for Women Entrepreneurs
Women-owned businesses in the U.S. number over 12 million and tend to outperform male-owned businesses in terms of revenue, job creation, and company performance. They employ over 11 million people. Regardless of industry, asset protection is crucial for women entrepreneurs to safeguard personal and business assets and ensure business continuity.
September 21, 2024
Investing
August 2024 Market Review
Waiting for the impact of FOMC’s anticipated rate drop? Our CIO covers the tailwinds that might make it more of a non-event. Read our August Market review.
September 11, 2024
