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.
September 11, 2024
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
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.
August 7, 2024
Investing
The 2024 Presidential Election is getting closer
Whether you root for one side or the other, maintaining strong awareness and comprehending the broader political landscape is crucial for making prudent investment decisions. Here’s why.
July 30, 2024
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.
July 25, 2024
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.
July 9, 2024
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.
June 8, 2024
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.
May 31, 2024
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.
May 29, 2024
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.
May 29, 2024
Dallas
What’s the Best Way to Pick a Financial Advisor Near Frisco?
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.
May 18, 2024