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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Education
The Seven Economic Indicators Investors Must Monitor
As an investor, it’s essential to understand economic indicators that can affect your portfolio’s performance. Monitoring these indicators can help you predict patterns, identify trends, and make informed investment decisions.
April 26, 2024
Saving
Tips to Help You Spring Clean Your Financial Life
Spring cleaning isn’t just about decluttering your physical environment; it’s also an opportunity to clean and organize your finances so you may enjoy a more decluttered financial life.
April 24, 2024
News
Hotter Than Expected Inflation Complicates the Fed’s Path to Cut Rates
The Fed is aiming for a soft landing by reducing inflation without causing a recession. However, bringing inflation back to the 2% target is challenging. The unemployment rate has dipped and the Consumer Price Index, another measure of inflation, has increased.
April 24, 2024
Investing
March 2024 Market Review
Q1 2024 ended by capping off equities’ best start to the year since 2019, with the rally expanding beyond tech stocks. Expected rate cuts of 0.50-0.75% may extend the rally temporarily, but there are reasons to be cautious.
April 11, 2024
Estate Planning
Minimizing Family Conflict with a Living Trust Estate Plan
When a parent dies without a clear estate plan, confusion, hurt feelings, and family discord can arise between siblings who have different understandings of their entitlements to the estate.
April 8, 2024
News
Tips to Help Investors Ignore ‘News Noise’
As an investor, it is essential to filter out noise and focus on relevant information. Keep a long-term perspective, research, stick to your investment strategy, and avoid making decisions based on the news.
March 26, 2024