Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Business

Update: Corporate Transparency Act Injunction

A major update for business owners: A federal court has temporarily blocked parts of the Corporate Transparency Act (CTA), pausing enforcement of certain provisions. Learn how this development could impact compliance requirements and what it means for your business.

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Beautiful Austin skyline. Austin, Texas on the Colorado River
Austin

How to Find a Financial Advisor in Austin

Getting your finances organized in Austin, Texas, doesn’t have to be complicated. It’s about finding a financial institution that prioritizes relationship building and provides comprehensive services. If you’re unsure how

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Aerial view of Naples beach, Florida.
Naples

Choosing a Financial Advisor in Naples

Are you looking to take control of your finances here in the beautiful city of Naples? Our Florida Trajan Wealth team can advise on and manage your portfolio—giving you the peace of mind you deserve. 

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Jeff and Brenda Junior
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.

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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.

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