Blog Category: Investing

April 2022 Volatility
Investing

April 2022 Market Review

The Return of Volatility “The true investor welcomes volatility…a wildly fluctuating market means that irrationally low prices will periodically be attached to solid businesses” -Warren Buffett The Federal Reserve Bank’s Open Market Committee (“FOMC”) raised the benchmark overnight Fed Funds rate by 50 basis points to 1.00% during the May

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Mature couple planning
Investing

A Six-Step Guide to Investing After Retirement

You may be retired after saving consistently for retirement and still consider investing. Depending on your situation, investing after retirement may include ensuring new investments do not jeopardize your retirement nest egg. For this reason, finding safe strategies that protect your money but allow you to have asset growth is

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ESG icon concept
Investing

ESG Investing

Monitoring Doing Good for the Planet and Its Inhabitants ESG investing enables investors to participate as stewards of the planet and its inhabitants by leveraging environmental, social, and governance factors when they invest. The primary goal of the ESG investment is profit, but the impact must benefit beneficiaries for it

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Stock market graph on led screen.
Annuities

Market Volatility

Why Now May Be an Optimal Time to Invest or “Sit Tight“ COVID-19, inflation and a Ukrainian/Russian war have contributed to stock market declines in recent weeks. As market sectors respond, inflation, economics, geographic risk, and production are being impacted worldwide, creating volatility. Volatile market conditions may be optimal for

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Geopolitical map
Investing

The Short Life of Geopolitical Sell-offs

Does this sound familiar? You wake up one morning and see something bad happen in the financial markets. Now every time you see your portfolio on your computer screen, it brings back those feelings of anxiety, anxiety about whether we’re headed for another huge bear market. Now here’s some good

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Patience during geopolitical tension
Investing

Stock Market Volatility

Staying the course through geopolitical turbulence Just as we thought everything was coming back together again, another potentially portfolio-damaging crisis – one in the form of geopolitical tensions – has brought havoc onto Wall Street.   The US and global equity markets are experiencing a period of elevated volatility due

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2022 Outlook
Investing

2022 Outlook: Transitions

Trajan Wealth seeks to generate alpha in internally managed products through a combination of macro analysis of the economy and markets and bottom-up security selection. We expected this to be a year of transitions — in policies, inflation, and pandemic management. And so far, 2022 has not disappointed. Expertise Did you

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Three people sitting on a couch looking over paperwork.
General

Why Should I Diversify My Portfolio?

We’ve all heard the phrase, “don’t put all your eggs in one basket.” Though it’s become fairly cliche, the truth of it remains important, especially when it comes to your finances. Diversifying your portfolio can significantly help you to maximize returns and avoid financial losses (Investopedia).  Though investment portfolio management

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Happy older couple sitting together on a couch.
Investing

How Much Do I Need To Retire?

Worried about retirement planning? You’re certainly not alone. In fact, more than 70% of Americans  wonder if they’ll have enough money saved by their retirement age. Even those who contribute to a 401k plan or Roth IRA, may still worry if they’re doing enough to secure a healthy nest egg.

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