Trajan's Tactical Tips

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

Family portrait of Attorney Kent Phelps
Estate Planning

Gifting With Purpose

Gifting to your loved ones while you’re alive can be a beautiful gesture – plus, it offers you a unique opportunity to observe and assess how they handle money. What’s more, there’s an important question around this type of gifting – how much can be gifted without paying gift taxes?

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Equity Markets - The Year In Review

December 2022 Market Review

No one told us there would be days like these, let alone a full year. 2022 was a doozy! The world was abuzz with financial and crypto-market turbulence like never before. Investors everywhere felt the tremors. Now that we’ve all survived this wild year, check out our retrospective report on what went down and a preview of the surprises still ahead. Read our year-in-review report by CIO Udayan Mitra, CPA.

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