Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

ESG Investing concept

ESG Investing: Fact and Fiction

Making investment decisions by focusing on issues beyond balance sheets, income statements, and other measurable metrics has become a major issue in the finance world. ESG (Environmental, Social, and Governance) is the movement aimed at incorporating other factors into the investment decision process. But does it work?

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The balance act of Schwab and others banks

Charles Schwab And Bank Runs

Recent turmoil in the banking industry, including the failure of Silicon Valley Bank, has put a spotlight on Charles Schwab’s unrealized securities losses. However, Schwab’s deposits are much stickier and more diversified than those at SVB. Asset gathering and higher net interest margins should help offset headwinds from “cash sorting.”

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Stay Calm - Strategy Over Stress

March 2023 Market Review

The Federal Reserve Bank’s Open Market Committee (“FOMC”) raised the target Fed Funds rate at the March 22nd FOMC meeting amidst the recent bank failures in the US and Europe. Read our March market review!

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Senior woman in long-term care

Long-Term Care Tax: New Legislation That May Impact You

As the population evolves, so too must discussions surrounding long-term care and who will bear its cost. To provide assistance to their residents, many states have acted by introducing or passing bills that offer state funding for LTC services. Let’s take a look at which of these locations are leading the charge in this increasingly important arena.

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529 Plans for Education

529 Plans: For Education and Transferring Wealth

By utilizing 529 plans, families can cultivate a lasting tradition of educational prosperity from one generation to the next. With three savvy strategies for lowering tax burdens when transferring wealth between beneficiaries, parents and grandparents are empowered to set up their loved ones for success. Learn more!

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