Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Hand popping bubble with Bitcoin symbol
Investing

November 2024 Market Review

With all the good news—decisive election results, robust growth, steady inflation—US equity markets provided superlative returns in November. Here’s why we urge investors to keep their expectations grounded.

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Closer look of American stocks and election
Investing

October 2024 Market Review

Post election, US equities are up sharply with expectations of “pro-growth” policies are expected from the incoming Trump administration. We caution our clients against any heightened exuberance in their investment strategies and asset allocation. Here’s why…

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2024 Trajan Wealth Donation Drive
News

Trajan’s 2024 Donation Drive

Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.

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Estate Planning

Embracing the Inevitable: Death, Dying, and Planning for the Future

October ushers in the Halloween season, spotlighting themes of death and the supernatural, often playfully. Homes are decorated with skulls and ghosts, and haunted attractions invite the brave to confront the macabre. While Halloween allows for lighthearted celebration of fears, it also encourages deeper reflections on death and dying.

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Happy mature woman calculating year end contributions
Taxes

Year-End Contributions: A Gift to Yourself

The end of the year is the perfect time to work toward getting your finances in order. Wrap up all your retirement savings contributions before employer-sponsored plans such as Keogh, Solo 401(k), and 401(k). Learn more!

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Happy little girl receiving present
Saving

How to Skip the Toys When Gifting to Children

Are you thinking about heading to the toy store this season? When it comes to picking gifts for our children, grandchildren, or special people in our lives, we often reach for the newest toys or gadgets. However, it’s good to remember that these items can lose their charm and value over time. Here are some suggestions that can brings lasting joy!

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