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:
Saving
Why Americans Should ‘Double Down’ on Reducing Debt
As Americans, we often pride ourselves on our independence, self-sufficiency, and living the American Dream. However, one thing that can hold us back from truly living our full potential is debt.
March 26, 2024
Investing
Ways Women Investors Differ from Men Investors
In finance, most investors are men. However, the number of women pouring money into investments is rising and it’s important to understand their differences. Both genders aim to grow wealth, but their approaches and concerns can vary – a lot.
March 25, 2024
Investing
FEBRUARY 2024 Market Review
The equity markets posted a strong February based on solid earnings releases for 2023 and the perception that the FOMC’s next move will be to reduce short-term interest rates. Now, while we welcome the commencement of a “goldilocks environment,” a significant looming risk factor makes us more nuanced in the future trajectory of returns across most risk assets.
March 12, 2024
Investing
Home Buying Season: 10 Tips to Help Guide the Process
Spring is the prime season for homebuyers. The warmer weather, blooming flowers, and longer days make it the perfect time to start the search for a new home.
March 1, 2024
Retirement Planning
How Social Security Impacts Retirement Planning
As people approach their golden years, Social Security benefits can create confusion. Here are essential features of Social Security to consider when planning for retirement.
February 29, 2024
Investing
What Happens After A Strong Year In the Stock Market?
The S&P 500 surged over 26% in 2023. Even bonds showed signs of life, rising almost 6% as interest rates declined late in the year. Everyone wonders what comes next. While we can’t predict the market’s short-term direction, if we let history be our guide, a strong return one year doesn’t mean bad returns the next year.
February 16, 2024