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 demographics of retirement and a ‘retired person’ is rapidly changing worldwide. Over the past 200 years, there have been remarkable changes in health and wealth around the globe. Now,
Consistent growth in income or assets are indicators of positive financial health, but when liabilities grow faster than assets, or the value of assets drop, the result is negative net
The financial services industry has classified “advice” as financial planning, not investment advice (the selection of investments), which is just one part of wealth management. If Robo-advisors have done nothing
Due to the duration risk of holding assets over time, a normal yield curve shows that bonds with a longer maturity have a higher yield and pay more interest than
With real estate prices recovering to where they were pre-2008 in most of the U.S; many people are buying U.S. vacation homes, and homes abroad for various reasons. The appeal
One of the largest risks to the future of a business is one that is often left unnoticed: What will happen when the ownership changes? At some point, a successful
