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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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Innovative Ideas for Charitable Giving
Want to give the change you want to see in the world? Here are some charitable options you can choose from as a generous donor.
October 30, 2023
Retirement Planning
7 ‘Tax-Smart’ Retirement Withdrawal Strategies
Retirement is the time to kick back and enjoy the fruits of your labor. Here are 7 tax-effective strategies to help sweeten your fruit basket.
October 28, 2023
Investing
Bonds. A License for Duration.
Bonds. Treasury Bonds. Read why you should be stirred, not shaken, to update a portfolio mix with some longer-duration bonds right now.
October 16, 2023
Investing
September 2023 Market Review
The September effect lived up to its reputation again. The markets saw negative monthly returns, but we’re cautiously optimistic this fall. Tapering interest rates are on the horizon.
October 9, 2023
Investing
Stocks Take A Breather In Q3 Amid Rising Interest Rates
While investors grapple with geopolitical uncertainties, gold investments become a shiny alternative (again). Take a breather and read a quick review of the positive and negative factors aspects of this past quarter.
October 6, 2023
Retirement Planning
What to Know About Roth IRA Conversions
Tax-advantage strategies like Roth IRA conversions can save money on income taxes during retirement but, there are some penalties to note.
September 27, 2023