News
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
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Investing
January 2024 Market Review
The markets were mixed as we entered the New Year in January, with stocks and bonds posting diverging returns for the month. We are taking a more sober outlook for consumer spending, business investment and thus, business earnings.
February 12, 2024
Estate Planning
Love and Legacy
As Valentine’s Day approaches, many of us are focused on expressing our love and appreciation for our significant others. We gift chocolates, flowers, and sentimental cards to show how much we care. But amidst the romantic gestures and candlelit dinners, it’s worth considering how estate planning ties into the spirit of this holiday.
February 11, 2024
Taxes
A Look into the 2024 IRS Retirement Savings Thresholds
The IRS emphasizes retirement savings and adjusts regulations annually to match the changing economic landscape. Review the 2024 IRS retirement savings thresholds and get a glimpse of the future as you plan your savings.
January 30, 2024
Fraud
Why Financial Fraud is Becoming Harder to Spot
With Artificial Intelligence (AI) development comes opportunities… and problems: AI is making financial fraud harder to spot. The repercussions of AI-driven fraud extend beyond the immediate monetary losses.
January 27, 2024
Education
How to Prevent a Credit Crisis
Credit issues can have serious consequences, including legal action, fraud, overspending, and damage to credit scores. Fortunately, there are steps you can take to avoid a crisis.
January 26, 2024
Investing
2024 Market Outlook
In January, many experts release market predictions, although their accuracy is often questionable. However, we do not engage in making predictions. Instead, our approach involves estimating the risk premium that we anticipate earning if the assets are held over the course of a market cycle.
January 18, 2024