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:
News
6th Annual Donation Drive for The Sojourner Center
Make A Difference We are back again to help our friends at The Sojourner Center for our 6th annual holiday donation drive! The Sojourner Center is a charity local to
November 1, 2022
Investing
Managing a Bond Portfolio During a Rising Rate Environment
By Sterling E. Russell, CFA There is a widely held view that, with the Federal Reserve raising interest rates and reducing its balance sheet by selling treasury bonds and mortgage-backed
October 19, 2022
Estate Planning
Planning Your Digital Legacy
An estate plan often focuses on the tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your
October 14, 2022
Investing
Which Stocks Are Best Positioned for Inflation?
Inflation represents one of the biggest long-term risks facing investors, and we want to own assets that can grow their intrinsic values even in an inflationary environment. Contrary to conventional wisdom, we think stocks can be an excellent inflation hedge, especially if the companies have these three characteristics.
October 12, 2022
Retirement Planning
Finding a Financial Advisor in Salt Lake City
When was the last time you stopped to take stock of your finances? Are you on track to reach your short- and long-term financial goals? Do you have confidence in
October 6, 2022
Austin
The Pros and Cons of Retiring in Austin, Texas
Going through your retirement checklist? One important consideration you may have coming is choosing where you want to live and spend your newfound spare time. Do you stay put? Or
October 6, 2022