A blog for everyday financial tips, Trajan news updates, and more
Interest rates can positively or negatively affect the U.S. economy, the stock markets, and your portfolio. With The Fed increasing the target range for the Federal Funds Rate to help
Financial wellness is a state of being where you are in control of your personal finances. Financial wellness means you can cover expenses and save for future goals. Consider financial
With April 15th in the rearview, taxes might be the last thing on your mind. But believe it or not, now is the perfect time to reconfigure your organizational system
year to date returns in context “When you develop your opinions on the basis of weak evidence, you will have difficulty interpreting subsequent information that contradicts these opinions, even if
Whether you’re a lifelong Texan or have always dreamt of moving here, what do you need to know about a Houston retirement? There’s a lot to look into. Finding your
Investors looking for diversification during market volatility and high inflation often ask their financial professionals about strategies that may be appropriate for their situation. With the Fed Funds rate near
If you currently invest in real estate or have plans to do so in the future, it’s essential to understand its risks. Now, we’re in a seller’s market, which means
Halfway through the year is an essential time to examine your financial situation and determine if you need to make any changes to your strategies or increase contributions. A mid-year
The Return of Volatility “The true investor welcomes volatility…a wildly fluctuating market means that irrationally low prices will periodically be attached to solid businesses” -Warren Buffett The Federal Reserve Bank’s
If you’re planning to retire here in Texas, we’re excited for you to embark on this next step! There is so much to enjoy here in The Lone Star State.
