A blog for everyday financial tips, Trajan news updates, and more
We think market timing is a mistake, for three reasons: (1) Long-term returns in the stock market have been very good, and time is on your side, (2) There is an inverse relationship between valuations and future returns, and (3) Past bear markets show how difficult it is to get the timing right.
Download a copy here “In the short run, the market is a voting machine but in the long run it is a weighing machine.” -Benjamin Graham Earnings, valuations, and discount
The uncertainty of today’s economy, rising interest rates, and market volatility may have you concerned about your 529 plan’s performance over the past months. If your child or grandchild has
Charitable giving is an opportunity to use your wealth to benefit others while providing you with tax benefits. If you’re searching for a way to reduce your tax bill and
Unfortunately, you can’t stop inflation as it’s out of our control. But you can be mindful of it and implement specific strategies to help lessen the burden of inflation on
After hearing the term “bear market” repeated every hour on the news and watching recent stock behavior, you might feel anxious about this volatile market. Today, we’ll talk you through
A new beginning and new strategies with a fast-growing, independent fiduciary advisor 7/1/2022 Phoenix, AZ – Trajan Wealth, an Arizona-based Registered Investment Advisor (RIA) that collectively manages more than $1
“Time arbitrage – taking advantage of the opportunity for long-term profit offered when short-term investors sell due to disappointing short-term macro or business progress – has been a major source
It’s essential to revisit and change your estate plan from time to time. Most financial experts recommend that you review and revise your estate plan every three to five years
During a bear market, emotions may cause anxiety for some as they watch the market valuation of their portfolios decline. However, for others, a bear market is a buying opportunity.
