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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.
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
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Do You Understand Your Employee Benefits?
As we approach the end of 2018, many employers are scheduling their benefits meeting requiring you to select yours before the end of the year. Not all benefit options are
November 1, 2018
Retirement Planning
Your ‘To-Do’ List: Schedule a Fall Financial Review
Scheduling a fall financial review is especially important this year due to the Tax and Jobs Act and impending market changes. We’ve been enjoying an overall robust stock market and
November 1, 2018
5 Questions Answered: Social Security Retirement Benefits
How is my social security calculated? Social Security is calculated using your 35 highest paid earnings years and then averaged using the benefits calculation formula. You must have worked full
November 1, 2018
Tolerate the Turbulence
Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Since
October 26, 2018
Market Update 10-10-18
In light of the past week activity in the market, we wanted to share a short update. Amazingly 6 trading days ago the U.S. Markets were trading at all-time highs.
October 10, 2018
The Great Wealth Transfer
Over the next twenty years, there will be a wealth transfer that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and
September 30, 2018