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.
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Video
Our 6th Annual Scottsdale Golf Tournament Charity Drive
Our 2022 golf tournament and donation drive was a HUGE success! Every year, Trajan Wealth partners with the Sojourner Center, and we ask clients and employees to donate unwrapped gifts
December 2, 2022
Estate Planning
End-of-Year Planning
Several times a day, we receive inquiries from the general public about needing help after a loved one has passed away. Here are just a few recent inquiries: “My wife
November 21, 2022
Atlanta
Finding a Financial Advisor in Atlanta, Georgia
Between a wealth of booming businesses, high job growth rates, and family-friendly neighborhoods, living in Atlanta offers plenty of advantages. If you have been searching for an Atlanta financial advisor,
November 17, 2022
Investing
Preferred Stock: A Primer
With interest rates on the rise and equity prices falling, one of the financial markets’ sectors that has become increasingly attractive is preferred stocks. Preferred stocks are a combination of
November 16, 2022
Investing
Meta Problems
Investors are panicking about competitive threats to Meta’s core business, and the tens of billions of dollars management is spending (wasting?) on its metaverse initiative. We see reasons for optimism, and the valuation is deeply depressed. But we’re wary of the lack of checks and balances on CEO Mark Zuckerberg.
November 14, 2022
General
Our Gratitude for Veterans
Reflecting on Veteran’s Day, CEO Jeff Junior takes time to share his gratitude for all his fellow veterans. Thank you! Take the time today to express your gratitude to someone
November 11, 2022