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
A blog for everyday financial tips, Trajan news updates, and more
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Estate Planning
The Hallmark of Estate Planning
For those of us who shamelessly indulge in feel-good Hallmark Christmas shows at this time of year, it’s an ideal opportunity to draw parallels between the spirit of these films and the importance of estate planning. Join us as we explore the valuable lessons from Hallmark Christmas movies.
December 14, 2023
Investing
November 2023 Market Review
The markets took off in November, fueled in part by a drop in intermediate/long term bond yields that served as “rocket fuel.” The trigger? Good news on the inflation front.
December 6, 2023
News
How Recessions Hinder More Than Just Economic Growth
Recessions are complex phenomena with economic, social, and political facets. To understand their impacts, we must look beyond GDP and consider direct and indirect consequences. A holistic understanding can help build resilient economies and societies.
November 30, 2023
Denver
Finding a Denver Financial Advisor Who Meets Your Needs
Financial planning can feel overwhelming, especially if you’re just starting out or you’re moving to a new institution. Here’s how to choose the right Denver financial advisor for your needs.
November 30, 2023
Texas
The Pros and Cons of Retiring in San Antonio, Texas
If your retirement dreams involve sunshine, margaritas, and spending time outside, San Antonio, Texas, may be the spot for you. And why not? There’s a lot to love about an
November 30, 2023
Dallas
Retiring in Fort Worth
With retirement on the horizon, you may have your sights set on a new city. For many, that means heading south to enjoy a Fort Worth retirement. This Texas town
November 30, 2023