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:
Taxes
5 Ways to Prepare Now for 2024’s Tax Season
2024 is coming up quickly. Here are five smart tax-saving strategies you can implement in your financial planning session.
September 26, 2023
Retirement Planning
3rd Quarter End of Year Financial Checklist
As 3rd quarter is wrapping up, it is time to refocus on your comprehensive financial review. Here is a checklist from Trajan Wealth to get started.
September 25, 2023
Investing
August 2023 Market Review
This August’s markets had some sobering reminders for investors. One of the most important? Given the size of the Chinese economy, further weakness could spill over to the world markets – adding to already slowing growth.
September 8, 2023
Estate Planning
Do Grandparents Make Good Parents?
When it comes to guardianship for your kids, who should you pick? Here are qualities to look for when selecting the right person for the role.
September 5, 2023
Salt Lake City
Top 7 Things to Know About Retiring in Salt Lake City
If you’re considering retiring in Salt Lake City, you’re not alone. Utah is becoming an increasingly popular place to move to, especially for those heading toward retirement. Before you make
August 30, 2023
Insurance
Creating Intergenerational Wealth Using Life Insurance
Intergenerational wealth, what’s their secret sauce? Surprisingly, there are numerous strategies available when managing your life insurance.
August 29, 2023