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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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Investing
September 2022 Market Review
he prospect of further tightening in monetary policy caused a decline of (9.5)% in the S&P 500 alone. We advocate an elevated level of diversification across asset classes following individual risk tolerance in the face of inflation.
October 6, 2022
Saving
12 Tips to Help You Budget Ahead of The Holidays
Since holiday spending doesn’t include just gifting, it’s essential to set your holiday budget now. You may spend extra on food, gifts, decorations, travel, and more during the holiday season.
September 30, 2022
Estate Planning
Make Money Referring Estate Planning Business
On January 1, 2021, Arizona became the first state to abrogate its long-standing prohibition against an attorney paying a non-attorney for referring a client. Attorneys may now pay a referral
September 29, 2022
Estate Planning
A Year-End Trust Checklist
The end of the year is a great time to review your trust document, update information, buy or sell assets or even cancel your trust if you choose. It’s important
September 29, 2022
Insurance
Why You Should Consider Disability Insurance
The thought of becoming disabled and unable to work may not be top of mind, but would you be financially prepared if it happened to you? According to the Centers
September 29, 2022
Estate Planning
3 Estate Planning Lessons Learned From the Anne Heche Tragedy
By Kent Phelps, Attorney & CEO of Trajan Estate My wife takes the time to send me articles involving estate planning, or lack thereof, in current events. I was saddened
September 20, 2022