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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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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
Houston
Houston Wealth Building Strategies: Why Choose Fiduciaries
Building wealth in Houston doesn’t have to be complicated or overwhelming. It’s all about working with a financial institution that understands where you are and where you want to be while providing personalized wealth-building strategies in Houston.
November 13, 2023
Video
Legacy of Service
As we celebrate Veteran’s Day, Jeff and Brenda share their reflections on their time in the military. We are proud to be a Veteran-owned business. Thank you to everyone who has dedicated themselves to our country.
November 9, 2023
Investing
October 2023 Market Review
Our nation’s propensity to spend more than we receive from tax revenues is nothing new. But its effects are becoming more apparent – including how expensive it is to borrow and the outlook for future equity and bond returns.
November 7, 2023