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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Education
Tax Breaks for College Students and Parents
Claiming a tax credit for college can help reduce the cost of education but make sure that you qualify before filing your taxes. Read about the top five tax breaks and their requirements.
July 25, 2023
Video
July WSB Interview
Jeff Junior on the Shelley Wynters Show After his mother’s passing, WSB 95.5 radio host Shelley Wynters shares his inspirations for improving his lifestyle – including his financial plans. Jeff
July 21, 2023
Estate Planning
Estate Planning and Independence
In estate planning, we often talk about gifts and gifting, typically within the context of money, assets, and taxes. Kent Phelps, attorney and Trajan Estate CEO, believes that our values are the most important gifts we can give our heirs. Among these, the gift of work ranks as one of the most valuable. Phelps shares his story here.
July 17, 2023
Investing
Tech Optimism Powers Strong Q2 for Stocks
The S&P 500 was up 8.7% in the second quarter and 19.4% over the past year. Despite fears of inflation, rising interest rates, and a weakening economy, investors are optimistic about future earnings growth. That’s especially true in the technology sector, where there have been rapid advances in artificial intelligence. We encourage investors to ignore the short term so they can focus on their long-term financial plan.
July 12, 2023
Tampa
Estate Planning in Tampa
Getting your estate planning together in Tampa means spending time relaxing on the beach and soaking in the beautiful views. But before you take off your sandals and soak up
July 6, 2023
Investing
June 2023 Market Review
As the US economy remains in a late economic cycle for an extended period, it’s important to remember that the stock market is the story of cycles, and human behavior is responsible for overreactions in both directions. Despite the transition to a tightening monetary policy environment, the markets continued to improve overall in June. However, we still expect high market volatility going forward.
July 5, 2023