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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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Retirement Planning
Social Security Retirement Benefits: Milestone Ages That Impact Your Payout
Understanding the critical ages for taking Social Security retirement benefits can be the difference in thousands of dollars over time. Therefore, it is important for you to determine the best
November 7, 2022
Saving
How To Be Smart Using Credit
Taking steps towards improving your financial situation includes understanding how to manage your credit wisely. If you don’t take credit seriously, you may run into issues when applying for a
November 7, 2022
Arizona
Finding a Financial Advisor in Phoenix, Arizona
Prioritizing, organizing, and strengthening your finances is one of the best ways to plan for your present and prepare for the future. Whether you run a small business and need
November 2, 2022
Investing
Managing a Bond Portfolio During a Rising Rate Environment
By Sterling E. Russell, CFA There is a widely held view that, with the Federal Reserve raising interest rates and reducing its balance sheet by selling treasury bonds and mortgage-backed
October 19, 2022
Estate Planning
Planning Your Digital Legacy
An estate plan often focuses on the tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your
October 14, 2022
Investing
Which Stocks Are Best Positioned for Inflation?
Inflation represents one of the biggest long-term risks facing investors, and we want to own assets that can grow their intrinsic values even in an inflationary environment. Contrary to conventional wisdom, we think stocks can be an excellent inflation hedge, especially if the companies have these three characteristics.
October 12, 2022