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
A blog for everyday financial tips, Trajan news updates, and more
Blog Categories:
Search
Our Blog:
Investing
Financial Planning for a Couple’s Age Gap
Couples usually don’t retire at the same time when they have an ‘age gap’ between them. An age gap relationship is one where there is eleven or more year’s age
January 1, 2019
General
New Year, New Financial Resolutions?
The start of a New Year is the time when most people decide to implement changes in some areas of their lives. Whether it is health or money related, starting
January 1, 2019
Video
3rd Annual Charity Golf Tournament
Golf for a good cause?! We are there! Check out our 3rd Annual Charity Golf Tournament highlights from December 17, 2018, benefiting the Sojourner Center of Arizona. Our clients and guests
December 21, 2018
Investing
New IRS Changes for Retirement Plans in 2019
The IRS announced last month in November cost-of-living adjustments to limits on contributions to retirement plans for 2019. There hasn’t been an increase in some plan types since 2013, which
November 30, 2018
Annuities
Qualified Longevity Annuity Contracts (QLACs)
Before retiring, many people worry about how long they will live and whether their money will last them. In addition to traditional retirement savings such as employer-sponsored plans, there is
November 30, 2018
News
Safeguarding Your Personal Information: Online and Offline
Here in the U.S., our personal information is exposed daily at frequencies and levels we’ve not experienced before. It doesn’t take a data breach from a technology company to expose
November 30, 2018