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America’s National Retirement Security: Study Indicates Problems

Each year, the Transamerica Center for Retirement Studies conducts an annual retirement survey. It’s intended to explore the attitudes and behaviors of Americans regarding retirement security and benefits. Here are several noteworthy findings from the most recent study in late 2020. Eighty-two percent of workers save for retirement through employer-sponsored …

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Economic Recovery

How Do We Track Economic Recovery?

Since the beginning of 2021, signs of economic recovery have started to appear. Americans are actively spending in specific sectors, and some industries are faring well—while others are lagging. Consumers, ready to re-engage with the world after a year of social distancing and lockdowns, are eager to spend. However, some …

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China Stocks in U.S. Suffer Biggest Two-Day Wipeout Since 2008

China’s crackdowns on its technology and education sectors have had repercussions across global markets. The fallout? The Nasdaq Golden Dragon China Index, which tracks 98 of China’s most prominent firms listed in the U.S., plunged 7% on Monday, June 26th. Added to the previous Friday’s 8.5% drop,  puts the two-day …

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Cryptocurrency is a new digital form of money that has both advantages and disadvantages.

What to Know About Cryptocurrency

Have you been hearing words like cryptocurrency and Bitcoin recently or seen others talking about investments in online currency? At Trajan Wealth, we have the lowdown on what cryptocurrency is and how it may (or may not) help you achieve your financial goals. What is Cryptocurrency? As the name implies, …

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Home ownership

Is Now the Best Time to Buy a Home?

June is Home Ownership Month, and many Americans may be contemplating if now is the best time to buy a home.  Homeownership can provide benefits to families, neighborhoods, and communities across America. But this year, with our current housing market landscape, Home Ownership Month is a little different. Here’s why: …

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TWIO on the NYSE

Trajan Wealth Launches A New ETF

The Trajan Wealth Income Opportunities (TWIO) Fund launched in April 2021. The Fund seeks to provide investors with current income while preserving and growing principal. The target asset allocation is a blend of dividend-paying common stocks, preferred stocks, and other fixed-income securities.

The investment strategy is based on looking for financially sound companies operating in industries we view as attractive. Once these companies are identified, we look across the capital structure to find investments that will meet our income targets and which we believe offer safety of principal and a return profile that meets our hurdle rate. Investors can expect that, over time, approximately 80% of the total return will come from income with the balance from capital appreciation.

The Fund’s managers are Sterling Russell, CFA, and Udayan Mitra, CFA.  Combined, they have over 50 years of experience in managing fixed income and equity portfolios ranging up to $10 billion in size.

For more information on the Fund, visit   

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Trajan Estate

Arizona Supreme Court Approves First Alternative Business Structure

The Arizona Supreme Court has approved Trajan Estate, LLC, for nonlawyer ownership of a law firm for the first time in the history of the legal profession. Trajan Estate, LLC, is owned by fiduciary advisor Jeff Junior and attorney Kent Phelps. This is the first Alternative Business Structure (“ABS”) to …

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American Rescue Plan Stimulus

American Rescue Plan Act of 2021: Will It Impact You?

The new stimulus plan may have an impact on your finances. The American Rescue Plan Act of 2021 is a $1.9 trillion relief package is designed to help struggling Americans overcome financial hardship. Here’s an overview of several of its most important components that relate to individuals: The Third Round …

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Reddit, GME, Robinhood

Reddit, GME, Robinhood, and Social Media: Why Investors Should Care

One of the biggest news stories last month was the heightened trading activity and price volatility of GameStop and several other companies. These company’s stocks were targeted by participants using the social media platform Reddit. Reddit supported the social media conversations among its members, and Robinhood was the trading app …

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2021 Financial Planning

How Financial Mindfulness Will Differ in 2021

As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy. In the wealth management industry, we know things are already different as we see more Americans wanting to plan for their futures. Our parents and grandparents …

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