A blog for everyday financial tips, Trajan news updates, and more
They say everything’s bigger in Texas. If that’s true (and we know it is), why shouldn’t that include your savings account? As your Texas fiduciary advisors, we’re here to remind
By Sterling E. Russell, CFA With Federal Reserve Policy Makers in the early stages of what could be an extended period of tighter monetary policy, it is time for investors
By Kent Phelps, Attorney & CEO of Trajan Estate On August 29th, Michael Jackson would have turned 64 years old. His children are now 25 (Prince), 24 (Paris) and 20
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
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