Trajan's Tactical Tips

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

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Education

How to Prevent a Credit Crisis

Credit issues can have serious consequences, including legal action, fraud, overspending, and damage to credit scores. Fortunately, there are steps you can take to avoid a crisis.

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Turning OUTLOOK 2023 to 2024 text on wooden cube blocks.
Investing

2024 Market Outlook

In January, many experts release market predictions, although their accuracy is often questionable. However, we do not engage in making predictions. Instead, our approach involves estimating the risk premium that we anticipate earning if the assets are held over the course of a market cycle.

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Investing

2023 Markets: The Year In Review

Markets continued to rise in December with the anticipation of lower interest rates. Major equity indexes saw annual returns ranging from about 16.2% to 44.1%. The S&P 500 had a total return of over 26% in 2023, higher than the 50-year average of 11.2%. Will these trends continue in 2024?

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The woman making frame round the sun with her hands in sunriseThe woman making frame round the sun with her hands in sunriseThe woman making frame round the sun with her hands in sunrise.
Estate Planning

A New Year’s Resolution Worth Keeping

As we start the new year, don’t forget about estate planning. Although it may not be the most exciting or enjoyable topic to think about, it’s critical for securing your legacy and giving peace of mind to you and your loved ones.

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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.

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