A blog for everyday financial tips, Trajan news updates, and more
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
While interest rates will stay near zero, for now, the Fed will start raising interest rates likely this coming month (March 2022). With a strong labor market and January 2022’s
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
