A blog for everyday financial tips, Trajan news updates, and more
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.
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.
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.
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.
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.
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.
Seeking financial advice in Frisco? Whether you’re a seasoned investor or just starting out, choosing a trusted financial advisor is crucial for achieving long-term goals. Here are key considerations to help you decide.
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.
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?
Navigating the complex financial landscape on your own can be overwhelming. Whether you’re planning for retirement or investing for the future, having a reliable financial advisor by your side in Tucson can make all the difference.
