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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.
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Retirement Planning
How to Manage Withdrawals Throughout Retirement
Smart retirement withdrawals are the key to balancing financial security with enjoying life after work. From portfolio size to lifestyle needs, no one-size-fits-all approach works. Learn how to tailor a strategy that keeps your savings thriving.
January 3, 2025
Taxes
2025 RMD Requirements: How to Avoid Penalties
Navigating Required Minimum Distributions (RMDs) is key to avoiding IRS penalties and maximizing your retirement savings. Learn the rules for 2025.
January 2, 2025
Taxes
Tax Planning 101: Taxes and Retirement Savings Accounts
Tax planning in retirement is crucial to maximizing your savings and maintaining financial freedom. Understanding how taxable, tax-deferred, and tax-exempt accounts impact your withdrawals can help you make smarter decisions.
January 2, 2025
News
2025 Market Outlook
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.
December 18, 2024
Video
8th Annual Client Golf Tournament & Donation Drive
We want to thank our clients, sponsors, and our staff for joining us at our 2024 Client Golf Tournament and Donation Drive! The generosity and support were incredible and made
December 16, 2024
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.
December 10, 2024