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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General
Assessing risk shouldn’t be scary
Risk comes in many shapes and sizes. It is important to understand each of them as well as possible so that you can avoid negative results and feelings. For example,
October 12, 2017
Annuities
5 Reasons People Hate Annuities
Annuities can be some of the most polarizing products in the investment world. As retirement investments, some in the industry swear by them, while some say they are a complicated,
September 28, 2017
General
3 Reasons Investing In Mutual Funds Might Not Be Your Best Bet
There’s no doubt mutual funds remain one of the most popular investment choices. The better-known funds are fairly safe, have occasionally better returns and take a lot of the guesswork
August 21, 2017
General
Six Resources to Learn More About Finances and Investing
Just because you have a Financial Advisor doesn’t mean you should stop learning about finances. Being an educated investor will help you choose the right Financial Advisor with confidence and
July 27, 2017
Trajan Wealth is Moving America Forward
Moving America Forward, a national television series celebrating the achievements and contributions of businesses and entrepreneurs across America recently interviewed Jeff Junior, President of Trajan Wealth about his long term success
July 27, 2017
Retirement Planning
4 Biggest Concerns of Pre-Retirees
No one can just flip a switch at age 65, quit his or her job, and then start to relax on the veranda with an ice-cold lemonade every day. Before
July 10, 2017
