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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Houston
Houston Wealth Building Strategies: Why Choose Fiduciaries
Building wealth in Houston doesn’t have to be complicated or overwhelming. It’s all about working with a financial institution that understands where you are and where you want to be while providing personalized wealth-building strategies in Houston.
November 13, 2023
Video
Legacy of Service
As we celebrate Veteran’s Day, Jeff and Brenda share their reflections on their time in the military. We are proud to be a Veteran-owned business. Thank you to everyone who has dedicated themselves to our country.
November 9, 2023
Investing
October 2023 Market Review
Our nation’s propensity to spend more than we receive from tax revenues is nothing new. But its effects are becoming more apparent – including how expensive it is to borrow and the outlook for future equity and bond returns.
November 7, 2023
General
Innovative Ideas for Charitable Giving
Want to give the change you want to see in the world? Here are some charitable options you can choose from as a generous donor.
October 30, 2023
Retirement Planning
7 ‘Tax-Smart’ Retirement Withdrawal Strategies
Retirement is the time to kick back and enjoy the fruits of your labor. Here are 7 tax-effective strategies to help sweeten your fruit basket.
October 28, 2023
Investing
Bonds. A License for Duration.
Bonds. Treasury Bonds. Read why you should be stirred, not shaken, to update a portfolio mix with some longer-duration bonds right now.
October 16, 2023