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
2023 Markets: The Year In Review
Markets continued to rise in December with the anticipation of lower interest rates. Major equity indexes saw annual returns ranging from about 16.2% to 44.1%. The S&P 500 had a total return of over 26% in 2023, higher than the 50-year average of 11.2%. Will these trends continue in 2024?
January 11, 2024
Estate Planning
A New Year’s Resolution Worth Keeping
As we start the new year, don’t forget about estate planning. Although it may not be the most exciting or enjoyable topic to think about, it’s critical for securing your legacy and giving peace of mind to you and your loved ones.
January 10, 2024
Florida
Custom Financial Portfolios in West Palm Beach
Our Florida financial advisors in West Palm Beach understand the importance of a client-centric approach, offering comprehensive financial analysis and personalized consultations to craft portfolios.
January 4, 2024
Saving
What Planning Can Help You Achieve in the New Year
One of the most significant benefits of planning is that it gives you the confidence to stay on track toward your goals or make changes to pursue them throughout the year.
December 27, 2023
Retirement Planning
Financial Wellness Metrics for Pre-Retirees
Almost ready to retire? Here are eight key financial wellness metrics that pre-retirees must monitor as they approach retirement.
December 26, 2023
Taxes
A Tax Planning Guide for Retirees
The substantial assets of many retirees often mean they bear a heavier tax burden than others. A little planning goes a long way to allevate that.
December 23, 2023