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
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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
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,
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
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
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
The Social Security Administration has again approved a cost-of-living adjustment (COLA) for Social Security retirement benefits starting in January 2021. The increase of 1.3 percent will increase $20 per month
2021 will be a great time to focus on your retirement savings! Thanks to the power of compound interest, the more you save this upcoming year, the better off you
With the election over, investors may be wondering about market volatility as we enter 2021. Regardless of politics, short-term stock market volatility can vary depending on factors, including gridlock in
COVID-19 has changed everything from our jobs to school learning and shopping and how we plan for retirement. The pandemic has created implications for financial planning on critical items, moving
As you get older, the question of when to collect Social Security retirement benefits will likely come to mind, particularly true if you plan to retire early. In a perfect