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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Retirement Planning
Do You Need Financial Wellness?
Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. However, this doesn’t have just one meaning because it can mean something
February 26, 2021
Investing
3 Tips For Selecting The Wealth Management Firm For You
Picking the right wealth management firm is one of the best investments you can make for your financial future. But, how do you decide which is the best wealth management
February 15, 2021
Investing
Financial Planner vs Investment Advisor
The two terms financial planner and investment advisor may sound similar, but knowing the difference is vital to the success of your financial future. In this article, we’ll break down
February 10, 2021
Taxes
What Are the Tax Advantages of Life Insurance?
Good tax planning will help you reduce your taxes when you’re alive, and when it comes to leaving money to your beneficiary. If you’re wondering: is life insurance taxable? The
February 4, 2021
Taxes
Tax Planning 2021 and Beyond
New Administration, New Taxes? With a new president and administration, now is a great time to meet with a Trajan Wealth fiduciary advisor to discuss how our new president, Joe
February 1, 2021
Retirement Planning
Top 5 Mistakes Investors Make and How to Avoid Them
Learning from our mistakes is a good thing. After all, if we learn from our mistakes, we are likely not to repeat them. Sometimes psychological or emotional factors contribute to
February 1, 2021
