A blog for everyday financial tips, Trajan news updates, and more
Does this sound familiar? You wake up one morning and see something bad happen in the financial markets. Now every time you see your portfolio on your computer screen, it
Staying the course through geopolitical turbulence Just as we thought everything was coming back together again, another potentially portfolio-damaging crisis – one in the form of geopolitical tensions – has
Trajan Wealth seeks to generate alpha in internally managed products through a combination of macro analysis of the economy and markets and bottom-up security selection. We expected this to be
We’ve all heard the phrase, “don’t put all your eggs in one basket.” Though it’s become fairly cliche, the truth of it remains important, especially when it comes to your
Worried about retirement planning? You’re certainly not alone. In fact, more than 70% of Americans wonder if they’ll have enough money saved by their retirement age. Even those who contribute
To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of
There’s been a lot of talk about inflation recently, so we thought today we’d take some time to walk through the basics of inflation. With today’s economic conditions, limited supply,
Picking the right wealth management firm is one of the best investments you can make for your financial future. But, how do you decide which is the best wealth management
The two terms financial planner and investment advisor may sound similar, but knowing the difference is vital to the success of your financial future. In this article, we’ll break down
Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs). Investors and their advisors often want to move cash to securities for
