Taxes
A Tax Planning Guide for Retirees
The substantial assets of many retirees often mean they bear a heavier tax burden than others. A little planning goes a long way to allevate that.
December 23, 2023
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Dallas
Navigating Wealth Management in Dallas
Navigating wealth management in Dallas requires a strategic approach tailored to the unique financial landscape of this vibrant Texan city. As a hub of economic activity and a diverse financial market, Dallas presents individuals with plenty of wealth management options.
December 22, 2023
Phoenix
7 Things to Know About Retiring in Phoenix
Life in Phoenix offers days of sunshine, a vibrant cultural scene, and a lifestyle that blends relaxation with excitement. Known for its stunning desert landscapes, Phoenix has an affordable cost
December 21, 2023
Estate Planning
The Hallmark of Estate Planning
For those of us who shamelessly indulge in feel-good Hallmark Christmas shows at this time of year, it’s an ideal opportunity to draw parallels between the spirit of these films and the importance of estate planning. Join us as we explore the valuable lessons from Hallmark Christmas movies.
December 14, 2023
Investing
November 2023 Market Review
The markets took off in November, fueled in part by a drop in intermediate/long term bond yields that served as “rocket fuel.” The trigger? Good news on the inflation front.
December 6, 2023
Phoenix
7th Annual Scottsdale Donation Drive & Golf Tournament
Our 7th Annual Scottsdale Golf Tournament & Donation Drive Benefiting the Sojourner Center was a great success. A huge thank you to our supporting partners and everyone who donated!
December 6, 2023
News
How Recessions Hinder More Than Just Economic Growth
Recessions are complex phenomena with economic, social, and political facets. To understand their impacts, we must look beyond GDP and consider direct and indirect consequences. A holistic understanding can help build resilient economies and societies.
November 30, 2023
Denver
Finding a Denver Financial Advisor Who Meets Your Needs
Financial planning can feel overwhelming, especially if you’re just starting out or you’re moving to a new institution. Here’s how to choose the right Denver financial advisor for your needs.
November 30, 2023
Texas
The Pros and Cons of Retiring in San Antonio, Texas
If your retirement dreams involve sunshine, margaritas, and spending time outside, San Antonio, Texas, may be the spot for you. And why not? There’s a lot to love about an
November 30, 2023
Dallas
Retiring in Fort Worth
With retirement on the horizon, you may have your sights set on a new city. For many, that means heading south to enjoy a Fort Worth retirement. This Texas town
November 30, 2023