Trajan's Tactical Tips

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

In N Out - Part 1
Estate Planning

The In-N-Out Burger Story: Proving the Power of Planning, Part I

In-N-Out has found a way to thrive in spite of family dysfunction, self-destructive behavior, untimely deaths, a limited gene pool, and leadership by the very young or the very old by necessity.

The In-N-Out story demonstrates the power of planning. Without such planning, the fast food chain we all know and love, would very likely not be what it is today.

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Moatiful Disney Two Paths

Disney’s Two Paths

We see two paths ahead for Disney: Either the company should compete head-to-head with Netflix using a consolidated streaming platform, or it should divest Hulu and ESPN to focus on the franchise content that makes it special. The company could be successful on either path, but trying to straddle both is not working.

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How strong will the next bull run be? February 2023 Market Review

February 2023 Market Review

Bear markets tend to be followed by a bull run, but when? With elevated geopolitical risk and limited access to credit growth as support in times of recession, it’s important for everyone to stay informed about these challenges – so we can be better prepared when faced with potential instability down the road. Read our February market review!

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Leaving Your Employer? You Have Options For Your 401(k)

When you leave your employer, carefully review the plan document of your 401(k) to determine if rolling it over is right for you. Depending on what’s best for your financial future and retirement planning goals, a rollover may or may not be necessary. Here’s what to consider!

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Springtime Is Clean Your Finances Time

Springtime Is Clean Your Finances Time

Springtime is a great time to review your finances so you can work toward financial independence. While many are organizing their closets and cleaning out drawers and garages, instead, clean up your finances using these ten tips.

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