CONTACT US
Client Logins

Get your free financial assessment >

Click Here

Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Blog
Categories:

Search
Our Blog:
Photo of hand stopping domino effect
Education

How to Prevent a Credit Crisis

Credit issues can have serious consequences, including legal action, fraud, overspending, and damage to credit scores. Fortunately, there are steps you can take to avoid a crisis.

Read More »
January 26, 2024
Turning OUTLOOK 2023 to 2024 text on wooden cube blocks.
Investing

2024 Market Outlook

In January, many experts release market predictions, although their accuracy is often questionable. However, we do not engage in making predictions. Instead, our approach involves estimating the risk premium that we anticipate earning if the assets are held over the course of a market cycle.

Read More »
January 18, 2024
Illustration of a business man riding the markets
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?

Read More »
January 11, 2024
The woman making frame round the sun with her hands in sunriseThe woman making frame round the sun with her hands in sunriseThe woman making frame round the sun with her hands in sunrise.
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.

Read More »
January 10, 2024
Ms Marti Bryant

Ms. Marti Bryant

FIDUCIARY ADVISOR

Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients. 

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”

Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”