A blog for everyday financial tips, Trajan news updates, and more
Learn why short-term market predictions often fall short and how Trajan Wealth looks at a “median” estimate instead, highlighting a range of returns over asset classes that should capture the bulk of probable future outcomes.
The substantial assets of many retirees often mean they bear a heavier tax burden than others. A little planning goes a long way to allevate that.
Navigating wealth management in Dallas requires a strategic approach tailored to the unique financial landscape of this vibrant Texan city. As a hub of economic activity and a diverse financial market, Dallas presents individuals with plenty of wealth management options.
Life in Phoenix offers days of sunshine, a vibrant cultural scene, and a lifestyle that blends relaxation with excitement. Known for its stunning desert landscapes, Phoenix has an affordable cost
For those of us who shamelessly indulge in feel-good Hallmark Christmas shows at this time of year, it’s an ideal opportunity to draw parallels between the spirit of these films and the importance of estate planning. Join us as we explore the valuable lessons from Hallmark Christmas movies.
The markets took off in November, fueled in part by a drop in intermediate/long term bond yields that served as “rocket fuel.” The trigger? Good news on the inflation front.
Our 7th Annual Scottsdale Golf Tournament & Donation Drive Benefiting the Sojourner Center was a great success. A huge thank you to our supporting partners and everyone who donated!
