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Trajan's Tactical Tips

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

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Illustration of a business man giving market forecast with crystal ball
Investing

March 2024 Market Review

Q1 2024 ended by capping off equities’ best start to the year since 2019, with the rally expanding beyond tech stocks. Expected rate cuts of 0.50-0.75% may extend the rally temporarily, but there are reasons to be cautious.

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April 11, 2024
Male and female are brainstorming investment finance ideas
Investing

Ways Women Investors Differ from Men Investors

In finance, most investors are men. However, the number of women pouring money into investments is rising and it’s important to understand their differences. Both genders aim to grow wealth, but their approaches and concerns can vary – a lot.

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March 25, 2024
Cartoon of woman balancing up and down arrows
Investing

FEBRUARY 2024 Market Review

The equity markets posted a strong February based on solid earnings releases for 2023 and the perception that the FOMC’s next move will be to reduce short-term interest rates. Now, while we welcome the commencement of a “goldilocks environment,” a significant looming risk factor makes us more nuanced in the future trajectory of returns across most risk assets.

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March 12, 2024
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.”