A blog for everyday financial tips, Trajan news updates, and more
Bear markets tend to be followed by a bull run, but when? With elevated geopolitical risk and limited access to credit growth as support in times of recession, it’s important for everyone to stay informed about these challenges – so we can be better prepared when faced with potential instability down the road. Read our February market review!
When you leave your employer, carefully review the plan document of your 401(k) to determine if rolling it over is right for you. Depending on what’s best for your financial future and retirement planning goals, a rollover may or may not be necessary. Here’s what to consider!
In comparison to the rates seen in the 1970s, the most recent rises in interest rates still appear minimal. Despite this, these are the largest adjustments we have experienced in several decades and now, investors have a chance to take advantage of investment prospects that have been dormant in the debt market for over a decade. Here is how you could
maximize the rewards of this opportunity.
Buoyed by signs of declining inflation, a strong labor market, and steady GDP growth, risk assets rebounded from their 2022 capitulation, posting strong returns in January. With inflation being the driver of financial markets over the past four quarters, the $64 million question is “what lies ahead”? Read our market recap for January 2023 by CIO Udayan Mitra, CPA.
The U.S. is facing a gender investing gap with men investing and accumulating wealth at a faster rate than women. To ensure women have enough retirement assets for their long life expectancy, closing this gap is crucial. Statistics from WorldData.info show that women on average live to be 80.2 years compared to men’s 74.5 years. It is essential that we work together to reduce the gender investing gap.
Our deep-seated emotions surrounding money and investing are not always easy to pinpoint, yet they remain strong nonetheless. Behavioral science provides a clearer picture of why we make investment choices, as well as the emotional triggers behind them.
Following the worst performance for bonds we have experienced in over 40 years, many bond investors find themselves “shell-shocked”. While it was a tough year for bond investors, as with
Artificial intelligence promises to be the most disruptive technological innovation since the Internet. We discuss opportunities and risks across a variety of industries, including online search, semiconductors, cloud computing, software, design and creativity, customer service, and logistics. We also offer some thoughts on what AI could mean for the labor market.
No one told us there would be days like these, let alone a full year. 2022 was a doozy! The world was abuzz with financial and crypto-market turbulence like never before. Investors everywhere felt the tremors. Now that we’ve all survived this wild year, check out our retrospective report on what went down and a preview of the surprises still ahead. Read our year-in-review report by CIO Udayan Mitra, CPA.
Historically, companies that pay a portion of their profits in dividends on their common stock have been an attractive source of income for income-oriented investors. Mutual funds and ETFs that
