Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

December Market Review
Investing

November 2022 Market Review

Last month’s markets showed signs of improvement, but 2022 will be remembered as a year of sharp corrections. It’s to be expected when you’re investing – but based on historical patterns, they also indicate a bounce back. Let’s review – pencils out!

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New Year's Resolutions
News

Social Security COLA and Medicare

The Social Security retirement and supplemental security income (SSI) benefits are set to increase by 8.7% in 2023 – the largest annual increase since the 1980s. There’s also good news for Medicare beneficiaries regarding inflation.

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Meta Problems
Investing

Meta Problems

Investors are panicking about competitive threats to Meta’s core business, and the tens of billions of dollars management is spending (wasting?) on its metaverse initiative. We see reasons for optimism, and the valuation is deeply depressed. But we’re wary of the lack of checks and balances on CEO Mark Zuckerberg.

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Three Eggs with the Inscription "Ira Roth 401K" on Money
News

The SECURE Act 2.0

8 Ways It Will Change Employee Retirement Plans The SECURE Act 2.0 passed in March 2022 in the U.S. House of Representatives and is in The Senate waiting for revision

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Patience during geopolitical tension
Investing

Stock Market Volatility

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

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