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Resilience, Innovation, and Opportunities
Innovation tailwinds are driving stock market valuations due to AI, and bond yields have reached their highest levels in decades. The future looks bright with numerous opportunities for investors.
Trajan's Tactical Tips
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A Better Measure of Financial Health: Net Worth
Consistent growth in income or assets are indicators of positive financial health, but when liabilities grow faster than assets, or the value of assets drop, the result is negative net
October 1, 2019
Investing
The Human Side of Wealth Management
The financial services industry has classified “advice” as financial planning, not investment advice (the selection of investments), which is just one part of wealth management. If Robo-advisors have done nothing
October 1, 2019
News
What Does an Inverted Yield Curve Mean to Investors?
Due to the duration risk of holding assets over time, a normal yield curve shows that bonds with a longer maturity have a higher yield and pay more interest than
October 1, 2019
Business
Considering Buying A Vacation Property? Be Tax Aware
With real estate prices recovering to where they were pre-2008 in most of the U.S; many people are buying U.S. vacation homes, and homes abroad for various reasons. The appeal
September 1, 2019
Business
Is Your Business Ready for Liquidation?
One of the largest risks to the future of a business is one that is often left unnoticed: What will happen when the ownership changes? At some point, a successful
September 1, 2019
Investing
Media Hype? Limit Your Exposure During A Recessionary Period
In light of recent media reports on stock market performance, political issues, scandals, and other ‘news-worthy stories,’ limiting yourself from media hype as much as possible may be right for
September 1, 2019