News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Taxes
Asset Location Strategies Using Taxable, Tax-Deferred, and Tax-Exempt Accounts
Investors may not fully understand how a strategy called asset location may help improve returns and lower their overall tax bill using these different types of accounts. Here, we outline what you need to know about each account type.
June 29, 2023
Investing
Wealth Management For High-Earning Women
High-earning women have become the newest face of wealth and will increase their net worth even more. Women have unique needs that often differ from their male counterparts. Taking action to manage their wealth and plan for their future can help women pursue financial confidence, regardless of their income.
June 28, 2023
Retirement Planning
Social Security COLA May Be Less in 2024
For 2023, Social Security Retirement and Supplemental Security Income (SSI) benefits increased due to inflation. Social Security was meant to be one source of retirement income, with monthly retirement income from other strategies such as Traditional and Roth IRAs, Annuities, and Cash Value Life Insurance.
June 27, 2023
West Palm Beach
Retirement Planning in West Palm Beach: Why You Should Consult a Financial Advisor
Florida is a hot destination for retirees. To spend your golden years in West Palm Beach, you’ll need a comprehensive portfolio that supports your optimal lifestyle. How do you achieve
June 22, 2023
Estate Planning
Giving Our Children the Gift of Work
In estate planning, we often talk about gifts and gifting, typically within the context of money, assets, and taxes. Kent Phelps, attorney and Trajan Estate CEO, believes that our values are the most important gifts we can give our heirs. Among these, the gift of work ranks as one of the most valuable. Phelps shares his story here.
June 13, 2023
Investing
May 2023 Market Review
The US financial markets have been performing well in 2023, with stocks and bonds showing strong returns up until the end of May. However, there are signs of stress in the “high yield” corporate credit market due to higher front-end interest rates (maturities of 1-5 years). We anticipate increased market volatility in the future, as financing costs continue to rise rapidly, potentially impacting economic growth and corporate profits.
June 5, 2023
