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
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
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
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
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
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
While interest rates will stay near zero, for now, the Fed will start raising interest rates likely this coming month (March 2022). With a strong labor market and January 2022’s inflation rate at 7.5%, the target range for the Federal Funds Rate will begin to increase as a way to
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
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,
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
"*" indicates required fields
