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.
Trajan's Tactical Tips
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Investing
November 2022 Market Review
Last month’s markets showed signs of improvement, but 2022 will be remembered as a year of sharp corrections. It’s to be expected when you’re investing – but based on historical patterns, they also indicate a bounce back. Let’s review – pencils out!
December 5, 2022
News
Social Security COLA and Medicare
The Social Security retirement and supplemental security income (SSI) benefits are set to increase by 8.7% in 2023 – the largest annual increase since the 1980s. There’s also good news for Medicare beneficiaries regarding inflation.
December 5, 2022
Taxes
Tax Savings Moves To Make Before 2022 Ends
It’s not over yet. There’s still time left in 2022 for these five cost-saving maneuvers that can significantly lower your taxable income. Any contributions or distributions that are made this year would go a long way toward saving money when you file your return next year.
December 3, 2022
Saving
Survival Tips For Tough Economic Times
Economists suggest that the U.S. economy is not in the clear and may be approaching another recession in 2023. Knowing the signs of a recession is essential to help you determine when to cut spending. You can also look for extra cash by using these tips to help you survive tough economic times.
December 3, 2022
Video
Our 6th Annual Scottsdale Golf Tournament Charity Drive
Our 2022 golf tournament and donation drive was a HUGE success! Every year, Trajan Wealth partners with the Sojourner Center, and we ask clients and employees to donate unwrapped gifts
December 2, 2022
Estate Planning
End-of-Year Planning
Several times a day, we receive inquiries from the general public about needing help after a loved one has passed away. Here are just a few recent inquiries: “My wife
November 21, 2022
