News
Trajan’s 2024 Donation Drive
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
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10 Tips to Develop Financial Wellness This Year
It’s one of the most important things you can do for yourself! In order to achieve financial wellness, we encourage you to start small and set achievable goals. Here are ten tips to get you started!
December 26, 2022
Saving
How Behavioral Economics Can Help You Keep New Year’s Financial Resolutions
New Year’s resolutions? Don’t forget to include a few resolutions to invest in yourself – using behavioral economics as a tool in your belt. It can help identify situations where irrational choices lead us into trouble.
December 22, 2022
Estate Planning
The Gift of Peace of Mind
The greatest gift this season? Peace of mind. Priceless, really. Especially when you consider what peace of mind has done for Kent Phelps, an estate attorney himself who experienced the loss of his parents.
December 17, 2022
Investing
Common Stock: Income & Capital Appreciation
Historically, companies that pay a portion of their profits in dividends on their common stock have been an attractive source of income for income-oriented investors. Mutual funds and ETFs that
December 15, 2022
Arizona
Finding a Financial Advisor in Tucson, AZ
Tucson’s great weather, low cost of living, and rich history has made it a desirable place to live for people still at work and those who are recently retired. Perhaps
December 15, 2022
Investing
CarMax, Carvana, and the Future of Used Car Retail
Carvana hoped to disrupt used car retailing, but it never established a sustainable brand or cost advantage. We see five lessons from Carvana’s experience, including that tactics aren’t a moat. We prefer CarMax: The company has made aggressive investments in its own e-commerce platform, but with superior scale and omnichannel fulfillment.
December 8, 2022