Trajan's Tactical Tips

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

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

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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

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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

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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

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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

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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

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