Trajan's Tactical Tips

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

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News

2025 Market Outlook

Learn why short-term market predictions often fall short and how Trajan Wealth looks at a “median” estimate instead, highlighting a range of returns over asset classes that should capture the bulk of probable future outcomes.

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Investing

Maxed Out Your 401(k)? Here’s What To Do Next

Maxing out your 401(k) is a significant milestone in securing your financial future, but it’s just the beginning. Discover additional investment strategies that offer tax advantages and help you continue building your retirement savings beyond the 401(k) limits.

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Estate Planning

The Legacy of Independence

Just as our forefathers asserted their right to independence, a trust allows you to steer your financial future and ensures your wishes are honored.

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Investing

June 2024 Market Review

The S&P 500 and NASDAQ recently hit record highs, but it’s not all sunshine and roses. Instead, our June Market review looks at things from a balanced point of view. Avoid the pitfalls of relying solely on hindsight.

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