A blog for everyday financial tips, Trajan news updates, and more
Make A Difference We are back again to help our friends at The Sojourner Center for our 6th annual holiday donation drive! The Sojourner Center is a charity local to
By Sterling E. Russell, CFA There is a widely held view that, with the Federal Reserve raising interest rates and reducing its balance sheet by selling treasury bonds and mortgage-backed
An estate plan often focuses on the tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your
Inflation represents one of the biggest long-term risks facing investors, and we want to own assets that can grow their intrinsic values even in an inflationary environment. Contrary to conventional wisdom, we think stocks can be an excellent inflation hedge, especially if the companies have these three characteristics.
When was the last time you stopped to take stock of your finances? Are you on track to reach your short- and long-term financial goals? Do you have confidence in
Going through your retirement checklist? One important consideration you may have coming is choosing where you want to live and spend your newfound spare time. Do you stay put? Or
he prospect of further tightening in monetary policy caused a decline of (9.5)% in the S&P 500 alone. We advocate an elevated level of diversification across asset classes following individual risk tolerance in the face of inflation.
Since holiday spending doesn’t include just gifting, it’s essential to set your holiday budget now. You may spend extra on food, gifts, decorations, travel, and more during the holiday season.
On January 1, 2021, Arizona became the first state to abrogate its long-standing prohibition against an attorney paying a non-attorney for referring a client. Attorneys may now pay a referral
The end of the year is a great time to review your trust document, update information, buy or sell assets or even cancel your trust if you choose. It’s important
