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Trajan's Tactical Tips

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

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2025 Market Outlook Hero Image
News

2025 Market Outlook

Learn why short-term market predictions often fall short and how Trajan Wealth looks at a “median” estimate instead, highlighting a range of returns over asset classes that should capture the bulk of probable future outcomes.

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December 18, 2024
Hand popping bubble with Bitcoin symbol
Investing

November 2024 Market Review

With all the good news—decisive election results, robust growth, steady inflation—US equity markets provided superlative returns in November. Here’s why we urge investors to keep their expectations grounded.

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December 10, 2024
Estate Planning

Gathering and the Importance of the Family Meeting

The holidays offer a meaningful opportunity to discuss estate planning with family. While it may seem like a serious topic, having this conversation reflects our care for one another and the future. By gathering together, we can strengthen our family bonds and ensure that everyone feels informed and supported as we navigate what lies ahead.

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November 25, 2024
Closer look of American stocks and election
Investing

October 2024 Market Review

Post election, US equities are up sharply with expectations of “pro-growth” policies are expected from the incoming Trump administration. We caution our clients against any heightened exuberance in their investment strategies and asset allocation. Here’s why…

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November 8, 2024
2024 Trajan Wealth Donation Drive
News

Trajan’s 2024 Donation Drive

Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.

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October 31, 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.”