A blog for everyday financial tips, Trajan news updates, and more
Gifting to your loved ones while you’re alive can be a beautiful gesture – plus, it offers you a unique opportunity to observe and assess how they handle money. What’s more, there’s an important question around this type of gifting – how much can be gifted without paying gift taxes?
Following the worst performance for bonds we have experienced in over 40 years, many bond investors find themselves “shell-shocked”. While it was a tough year for bond investors, as with
No one told us there would be days like these, let alone a full year. 2022 was a doozy! The world was abuzz with financial and crypto-market turbulence like never before. Investors everywhere felt the tremors. Now that we’ve all survived this wild year, check out our retrospective report on what went down and a preview of the surprises still ahead. Read our year-in-review report by CIO Udayan Mitra, CPA.
The statistics around aging are daunting: one in four people have the chance of making it to their 90th birthday, but many are unprepared for their later years because they never gave it much thought until they were closer to retirement age.
It’s one of the most important things you can do for yourself! In order to achieve financial wellness, we encourage you to start small and set achievable goals. Here are ten tips to get you started!
New Year’s resolutions? Don’t forget to include a few resolutions to invest in yourself – using behavioral economics as a tool in your belt. It can help identify situations where irrational choices lead us into trouble.
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