Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
If you’re considering retiring in Salt Lake City, you’re not alone. Utah is becoming an increasingly popular place to move to, especially for those heading toward retirement. Before you make
Intergenerational wealth, what’s their secret sauce? Surprisingly, there are numerous strategies available when managing your life insurance.
Did you know you can reduce your taxes while also giving back to your community? Read what rules apply when using a DAF.
Government credit ratings are like personal credit scores and they can turn sour. Here’s how the recent downgrade could it impact citizens in the US.
The reason for sanctions on Chinese companies aim to reduce US investor capital to companies that may pose national security risks. We at Trajan Wealth take our role as fiduciaries very seriously and would never invest client capital in jurisdictions that have questionable property rights, and where unelected, autocratic regimes can arbitrarily apply laws.
To diversify investments and manage risk, we continue to recommend allocating assets across different classes. We also believe that non-traditional asset classes – “real assets” such as real estate and infrastructure, as well as private equity and private credit merit consideration given the real portfolio enhancement opportunities as we transition to a potentially lower growth environment.
When we head off on our summer travels, we often leave behind our responsibilities and worries, seeking enjoyment and relaxation instead. However, this doesn’t mean that we can completely disregard our future and the well-being of our loved ones. Just as we take steps to plan our vacations meticulously, we must also take steps to plan our estates properly.
Did you know teens can start investing early with a Roth IRA? Early exposure to saving and investing can help teens learn about investment strategies and confidently manage their finances throughout adulthood.