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Geopolitical map
Investing

The Short Life of Geopolitical Sell-offs

Does this sound familiar? You wake up one morning and see something bad happen in the financial markets. Now every time you see your portfolio on your computer screen, it brings back those feelings of anxiety, anxiety about whether we’re headed for another huge bear market. Now here’s some good

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Hands typing on a computer. Take care of your financial spring cleaning this year!
Education

Financial Spring Cleaning

While you mop your floors and dust your curtains, springtime is also the perfect time to inspect and clean up your finances. Financial spring cleaning prepares you for tax season and a fruitful year ahead.  Financial Planning Spring Cleaning Here is an annual financial self-care checklist compiled by the team

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Couple looking over paperwork together.
General

Making Wise Investments in Houston

Now is the time to invest in your financial future. And growing your financial portfolio is easier when you get the experts involved. Our team of Houston fiduciary advisors creates individualized portfolios that balance the benefits of risk and growth as we look to set you up for financial stability

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Patience during geopolitical tension
Investing

Stock Market Volatility

Staying the course through geopolitical turbulence Just as we thought everything was coming back together again, another potentially portfolio-damaging crisis – one in the form of geopolitical tensions – has brought havoc onto Wall Street.   The US and global equity markets are experiencing a period of elevated volatility due

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college financial aid
Saving

College Awards and Financial Aid: What You Need to Know

Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university will be enough or not. Whether you have an athlete looking for more money to participate in a sport at college or a student in need of

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Stong woman
Retirement Planning

5 Reasons Why Women Need To Invest

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. Among these challenges is more time away from the workforce, the gender pay gap, and other factors that impact their investing and saving for retirement. Women need to recognize the barriers to saving and investing

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2022 Outlook
Investing

2022 Outlook: Transitions

Trajan Wealth seeks to generate alpha in internally managed products through a combination of macro analysis of the economy and markets and bottom-up security selection. We expected this to be a year of transitions — in policies, inflation, and pandemic management. And so far, 2022 has not disappointed. Expertise Did you

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Discuss Money with Your Partnet
Retirement Planning

Navigating Financial Planning as a Couple

Communicating about money with your significant other is vital to a successful, lasting relationship. Transparent, open-minded conversations about money are an essential step towards setting and meeting the financial goals you have as a couple. Whether you’re new to discussing household financial planning with your partner or need a refresher,

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Doctor and patient
General

Tips For Becoming a Wise Consumer of Healthcare

With healthcare costs continuing to rise, there are ways to help lower the cost for yourself by becoming a wise consumer of healthcare. February is National Wise Health Care Consumer Month and a great time to empower people to make smart choices regarding their healthcare. Here are a few tips

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