Trajan's Tactical Tips

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

2025 Market Outlook Hero Image
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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Tax Savings Moves to Make Before End of the Year
Taxes

Tax Savings Moves To Make Before 2022 Ends

It’s not over yet. There’s still time left in 2022 for these five cost-saving maneuvers that can significantly lower your taxable income. Any contributions or distributions that are made this year would go a long way toward saving money when you file your return next year.

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Survival Tips for Tough Economic Times
Saving

Survival Tips For Tough Economic Times

Economists suggest that the U.S. economy is not in the clear and may be approaching another recession in 2023. Knowing the signs of a recession is essential to help you determine when to cut spending. You can also look for extra cash by using these tips to help you survive tough economic times.

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Family together
Estate Planning

End-of-Year Planning

Several times a day, we receive inquiries from the general public about needing help after a loved one has passed away.  Here are just a few recent inquiries: “My wife

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A guide to preferred stocks
Investing

Preferred Stock: A Primer

With interest rates on the rise and equity prices falling, one of the financial markets’ sectors that has become increasingly attractive is preferred stocks. Preferred stocks are a combination of

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