Locations in Arizona, Oklahoma, Texas, and Utah

Tax Planning

Tax Planning 2021 and Beyond

New Administration, New Taxes? With a new president and administration, now is a great time to meet with a Trajan Wealth fiduciary advisor to discuss how our new president, Joe Biden, may affect your finances, tax planning, and retirement. Given the balance of the U.S. federal deficit and the federal and state …

Read moreTax Planning 2021 and Beyond

Portfolio Cash

Portfolio Cash: Not Just for Investing

Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs). Investors and their advisors often want to move cash to securities for performance in an environment where interest rates are low or effectively at 0%. There are reasons that cash accounts should …

Read morePortfolio Cash: Not Just for Investing