Trajan's Tactical Tips

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

The Great Wealth Transfer

Over the next twenty years, there will be a wealth transfer that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and

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End of Year Money Moves

It’s that time of year again; kids go back to school, the election season is near, fall holiday planning starts, and suddenly we all move closer to the end of

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Suitable Investments and You

suit·a·bil·i·ty:  The quality of being right or appropriate for a particular person, purpose, or situation. The definition of suitability seems quite easy to understand and should be clear when it

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Fear, Greed, and Your Portfolio

We like to think there are times when humans can be 100 percent rational, but in reality, our emotions are always influencing our decisions whether we want to acknowledge that

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Trajan Wealth is Moving America Forward

Moving America Forward, a national television series celebrating the achievements and contributions of businesses and entrepreneurs across America recently interviewed Jeff Junior, President of Trajan Wealth about his long term success

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