News
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
Blog Categories:
Search
Our Blog:
Annuities
Market Volatility
Why Now May Be an Optimal Time to Invest or “Sit Tight“ COVID-19, inflation and a Ukrainian/Russian war have contributed to stock market declines in recent weeks. As market sectors
March 28, 2022
Investing
The Short Life of Geopolitical Sell-offs
Does this sound familiar? You wake up one morning and see something bad happen in the financial markets. Now every time you see your portfolio on your computer screen, it
March 8, 2022
Education
Financial Spring Cleaning
While you mop your floors and dust your curtains, springtime is also the perfect time to inspect and clean up your finances. Financial spring cleaning prepares you for tax season
March 8, 2022
General
Making Wise Investments in Houston
Now is the time to invest in your financial future. And growing your financial portfolio is easier when you get the experts involved. Our team of Houston fiduciary advisors creates
February 28, 2022
Investing
Stock Market Volatility
Staying the course through geopolitical turbulence Just as we thought everything was coming back together again, another potentially portfolio-damaging crisis – one in the form of geopolitical tensions – has
February 25, 2022
Saving
College Awards and Financial Aid: What You Need to Know
Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university will be enough or not. Whether you
February 25, 2022