A blog for everyday financial tips, Trajan news updates, and more
The Return of Volatility “The true investor welcomes volatility…a wildly fluctuating market means that irrationally low prices will periodically be attached to solid businesses” -Warren Buffett The Federal Reserve Bank’s
If you’re planning to retire here in Texas, we’re excited for you to embark on this next step! There is so much to enjoy here in The Lone Star State.
8 Ways It Will Change Employee Retirement Plans The SECURE Act 2.0 passed in March 2022 in the U.S. House of Representatives and is in The Senate waiting for revision
Many Americans like having their own home, and it is still very much thought of as a part of the American dream. Nearly two-thirds of millennials and 45% of Gen
You can probably picture it. You’ve finally retired from a lifetime of work, and you’re set to move to one of your favorite places, perhaps a warmer climate or an
Right now is a great time to examine your insurance coverage to assess if you are adequately covered and evaluate your risk. Without adequate coverage, your assets may face premature
Life comes at us fast. From career shifts to kids, there’s a lot to balance. Hiring the right Texas financial advisor allows you to cross one essential item off your
You may be retired after saving consistently for retirement and still consider investing. Depending on your situation, investing after retirement may include ensuring new investments do not jeopardize your retirement
Monitoring Doing Good for the Planet and Its Inhabitants ESG investing enables investors to participate as stewards of the planet and its inhabitants by leveraging environmental, social, and governance factors
Why Now May Be an Optimal Time to Invest or “Sit Tight“ COVID-19, inflation and a Ukrainian/Russian war have contributed to stock market declines in recent weeks. As market sectors
