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Investing

Why Invest?

To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of contributing to the investment.  However, investing involves risks including possible loss of principal. Obviously, no investment strategy or risk management …

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Inflation

What is Inflation & How Does It Affect You?

There’s been a lot of talk about inflation recently, so we thought today we’d take some time to walk through the basics of inflation. With today’s economic conditions, limited supply, and high demand, consumer prices are rising at their fastest rate in thirteen years. Understanding this aspect of our economy …

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Woman smiling sitting at desk with laptop

3 Tips For Selecting The Wealth Management Firm For You

Picking the right wealth management firm is one of the best investments you can make for your financial future. But, how do you decide which is the best wealth management firm for you? What questions do you need to ask to make an educated decision? Trajan Wealth believes in financial …

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Man in suit standing against wall

Financial Planner vs Investment Advisor

The two terms financial planner and investment advisor may sound similar, but knowing the difference is vital to the success of your financial future. In this article, we’ll break down the differences so you can figure out what financial planner services are better aligned with your financial goals.  What Is …

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Portfolio Cash

Portfolio Cash: Not Just for Investing

Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs). Investors and their advisors often want to move cash to securities for performance in an environment where interest rates are low or effectively at 0%. There are reasons that cash accounts should …

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Prepare your Portfolio for Taxes and Inflation

How to Prepare Your Portfolio for Taxes and Inflation

Federal and state governments face sizable budget deficits due to the COVID-19 pandemic and a rocky political climate. With restrictions still in place as the pandemic continues to spread in the U.S., states are coming up short on two valuable revenue sources: income taxes and sales taxes. In addition to …

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Investment Risk During and After COVID-19

Investment Risk During and After COVID-19

Investment risk is always present, but during COVID-19, the stock market has experienced so much volatility that investors are beginning to wonder where to invest. Investors must consider how investment risk can decline their portfolio’s value due to economic events that impact the entire stock market. The primary investment risks …

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Do Not Put Off Your Retirement

Do Not Put Off Your Retirement

Revise Your Plan Now What a decade this has been for retirement planning! Coming out of The Great Recession and into COVID-19 has many Americans nearing retirement considering not retiring as they have planned. Sometimes revising your financial plan and way of thinking is all you need to make retiring …

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Why Is The Stock Market Up During a Pandemic

Why is Stock Market Performance Up During a Pandemic?

While it seems strange, the stock market continues to rise while many corporate earnings fall. Stock valuations base on the available data investors have at their disposal, which are the company’s facts, expectations, assumptions, and the current economic conditions. All of this is considered and not just the impacts of …

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College Awards

College Awards Season is Here

Now Ask for More $ Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university is enough-or not. A happy time can become stressful when financial aid and award letters arrive with evident shortfalls. It doesn’t have …

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