Trajan's Tactical Tips

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

Investor looking at compasses
Investing

September 2024 Market Review

Geopolitical tensions are rising in the Middle East and Ukraine, raising concerns about potential escalation of conflicts. Despite these tensions, financial markets continue to remain resilient, but there are risks of slower global growth and increased joblessness due to the potential consequences of war. What’s an investor to do? Read our September 2024 market review.

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Investing

August 2024 Market Review

Waiting for the impact of FOMC’s anticipated rate drop? Our CIO covers the tailwinds that might make it more of a non-event. Read our August Market review.

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Illustration of investors and
Investing

July 2024 Market Review

With unemployment reports shaking the markets, it’s crucial to focus on the big picture and remember that these fluctuations are temporary. Read now to stay ahead and stay calm.

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Illustration of investor thinking about options
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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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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May 2024 Market Review
Investing

May 2024 Market Review

Robust Q1 2024 earnings in the US eased fears of higher borrowing costs cooling the economy. However, there are multiple cautionary note for future stock market performance. Read our recommendations for portfolios moving forward.

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Retired woman playing golf in Tucson Arizona
Arizona

Retiring in Tucson, Arizona: Sunshine and Birds

Where do you see yourself when you dream of retirement? Do you picture yourself in a sunny location with lots of outdoor activities, or perhaps at a secluded lake? If you imagine a warm climate with plenty of adventures, retiring in Tucson, Arizona might be perfect for you.

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Skyline of Salt Lake City
Investing

What to Ask a Fiduciary Advisor in Salt Lake City

When seeking a fiduciary advisor in Salt Lake City, it’s crucial to ask the right questions to evaluate their qualifications, approach, and alignment with your financial goals. Personalization is essential for a successful financial planning relationship.

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Homebuyers
Investing

Variables Impacting Homebuyers This Year

As we look ahead in 2024, it’s crucial for potential homebuyers to anticipate the direction of mortgage interest rates. While you can’t control interest rates, you can certainly prepare for them. Take a closer look at the factors that could influence mortgage rates during the summer and beyond.

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