News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Blog Categories:
Search
Our Blog:
Estate Planning
Will and Estate Planning Guide
It’s crucial to have a will or estate plan, no matter your age. These documents go beyond simply passing assets at death, they can also be invaluable during difficult times.
August 31, 2018
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
August 31, 2018
Why the Technology (and Person) Managing Your Money Matters
Money and technology are so closely related that if a financial advisor isn’t employing the latest technology, how will it equate to risk for you and your money? When it
August 20, 2018
The Value of Planning for Life’s Messes
Planning is valuable for many reasons and helps to ‘normalize’ things when you find yourself in the middle of an unexpected life event. A death, a critical illness, job loss,
August 15, 2018
Social Security Retirement Benefits: Why Waiting May Be the Best Decision
Taking Social Security Benefits can be a guessing game unless you do your research to figure out what age to take benefits is the best for you. Do you receive
July 29, 2018
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
June 29, 2018
