News
Trajan’s 2024 Donation Drive
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
Trajan's Tactical Tips
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News
Hotter Than Expected Inflation Complicates the Fed’s Path to Cut Rates
The Fed is aiming for a soft landing by reducing inflation without causing a recession. However, bringing inflation back to the 2% target is challenging. The unemployment rate has dipped and the Consumer Price Index, another measure of inflation, has increased.
April 24, 2024
Investing
March 2024 Market Review
Q1 2024 ended by capping off equities’ best start to the year since 2019, with the rally expanding beyond tech stocks. Expected rate cuts of 0.50-0.75% may extend the rally temporarily, but there are reasons to be cautious.
April 11, 2024
Estate Planning
Minimizing Family Conflict with a Living Trust Estate Plan
When a parent dies without a clear estate plan, confusion, hurt feelings, and family discord can arise between siblings who have different understandings of their entitlements to the estate.
April 8, 2024
News
Tips to Help Investors Ignore ‘News Noise’
As an investor, it is essential to filter out noise and focus on relevant information. Keep a long-term perspective, research, stick to your investment strategy, and avoid making decisions based on the news.
March 26, 2024
Saving
Why Americans Should ‘Double Down’ on Reducing Debt
As Americans, we often pride ourselves on our independence, self-sufficiency, and living the American Dream. However, one thing that can hold us back from truly living our full potential is debt.
March 26, 2024
Investing
Ways Women Investors Differ from Men Investors
In finance, most investors are men. However, the number of women pouring money into investments is rising and it’s important to understand their differences. Both genders aim to grow wealth, but their approaches and concerns can vary – a lot.
March 25, 2024