Trajan's Tactical Tips

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

Tolerate the Turbulence

Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Since

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Market Update 10-10-18

In light of the past week activity in the market, we wanted to share a short update.  Amazingly 6 trading days ago the U.S. Markets were trading at all-time highs. 

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The Great Wealth Transfer

Over the next twenty years, there will be a wealth transfer that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and

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Happy Retirement, LIBOR

There’s a number that is going away soon that has an impact on your life; it’s called LIBOR.  LIBOR (London Interbank Offered Rate) is used to determine the interest rates

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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.”