Investing
Bonds. A License for Duration.
Bonds. Treasury Bonds. Read why you should be stirred, not shaken, to update a portfolio mix with some longer-duration bonds right now.
October 16, 2023
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Investing
September 2023 Market Review
The September effect lived up to its reputation again. The markets saw negative monthly returns, but we’re cautiously optimistic this fall. Tapering interest rates are on the horizon.
October 9, 2023
Investing
Stocks Take A Breather In Q3 Amid Rising Interest Rates
While investors grapple with geopolitical uncertainties, gold investments become a shiny alternative (again). Take a breather and read a quick review of the positive and negative factors aspects of this past quarter.
October 6, 2023
Investing
August 2023 Market Review
This August’s markets had some sobering reminders for investors. One of the most important? Given the size of the Chinese economy, further weakness could spill over to the world markets – adding to already slowing growth.
September 8, 2023
Investing
Whither Interest Rates?
Experts believe that the Federal Funds Rate has hit its peak and interest rates may be lowered in the next year to benefit the struggling market. However, ongoing efforts to combat inflation may require further action from the Federal Reserve.
August 7, 2023
Investing
July 2023 Market Review
To diversify investments and manage risk, we continue to recommend allocating assets across different classes. We also believe that non-traditional asset classes – “real assets” such as real estate and infrastructure, as well as private equity and private credit merit consideration given the real portfolio enhancement opportunities as we transition to a potentially lower growth environment.
August 4, 2023
Education
How Working Teens Can Invest Early with a Roth IRA
Did you know teens can start investing early with a Roth IRA? Early exposure to saving and investing can help teens learn about investment strategies and confidently manage their finances throughout adulthood.
July 31, 2023
Investing
Tech Optimism Powers Strong Q2 for Stocks
The S&P 500 was up 8.7% in the second quarter and 19.4% over the past year. Despite fears of inflation, rising interest rates, and a weakening economy, investors are optimistic about future earnings growth. That’s especially true in the technology sector, where there have been rapid advances in artificial intelligence. We encourage investors to ignore the short term so they can focus on their long-term financial plan.
July 12, 2023
Investing
June 2023 Market Review
As the US economy remains in a late economic cycle for an extended period, it’s important to remember that the stock market is the story of cycles, and human behavior is responsible for overreactions in both directions. Despite the transition to a tightening monetary policy environment, the markets continued to improve overall in June. However, we still expect high market volatility going forward.
July 5, 2023
Investing
Wealth Management For High-Earning Women
High-earning women have become the newest face of wealth and will increase their net worth even more. Women have unique needs that often differ from their male counterparts. Taking action to manage their wealth and plan for their future can help women pursue financial confidence, regardless of their income.
June 28, 2023