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Trajan's Tactical Tips

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

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Investor worried about election and stocks
Investing

Stocks And Elections

Investors are anxious about the election regardless of their political views. We analyzed all Presidential elections since 1952 to see what we could learn. *Spoiler alert: The data says remain calm and carry on.

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May 13, 2024
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Estate Planning

Set The Record with A Revocable Living Trust

It is crucial to ensure that your wishes are recorded in the correct manner. By examining the estate planning challenges faced by celebrities, we can gain powerful insights into the significance of proactive preparation and the indisputable advantages of using trusts to prevent family disputes.

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May 10, 2024
Inflation - air balloon tied with product price tag flying high
Investing

APRIL 2024 Market Review

Markets across the globe retreated sharply as prospects for quick reductions in the overnight US Fed Funds rate dissipated during April. So, is the Fed’s 2% inflation target unattainable?

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May 9, 2024
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Estate Planning

IRS 2025 Revenue Proposals

The IRS has proposed several significant changes to the tax code as part of its revenue proposals for 2025. If enacted, these changes could have profound implications for estate planning and top earners.

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April 29, 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.”