Trajan's Tactical Tips

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

September 2022 Market Review

September 2022 Market Review

he prospect of further tightening in monetary policy caused a decline of (9.5)% in the S&P 500 alone. We advocate an elevated level of diversification across asset classes following individual risk tolerance in the face of inflation.

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Estate Planning

A Year-End Trust Checklist

The end of the year is a great time to review your trust document, update information, buy or sell assets or even cancel your trust if you choose. It’s important

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