A blog for everyday financial tips, Trajan news updates, and more
Carvana hoped to disrupt used car retailing, but it never established a sustainable brand or cost advantage. We see five lessons from Carvana’s experience, including that tactics aren’t a moat. We prefer CarMax: The company has made aggressive investments in its own e-commerce platform, but with superior scale and omnichannel fulfillment.
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!
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.
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.
Make A Difference We are back again to help our friends at The Sojourner Center for our 6th annual holiday donation drive! The Sojourner Center is a charity local to
A new beginning and new strategies with a fast-growing, independent fiduciary advisor 7/1/2022 Phoenix, AZ – Trajan Wealth, an Arizona-based Registered Investment Advisor (RIA) that collectively manages more than $1
Interest rates can positively or negatively affect the U.S. economy, the stock markets, and your portfolio. With The Fed increasing the target range for the Federal Funds Rate to help
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
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
