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Trajan’s 2024 Donation Drive
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
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Insurance
Why You Should Consider Disability Insurance
The thought of becoming disabled and unable to work may not be top of mind, but would you be financially prepared if it happened to you? According to the Centers
September 29, 2022
Estate Planning
3 Estate Planning Lessons Learned From the Anne Heche Tragedy
By Kent Phelps, Attorney & CEO of Trajan Estate My wife takes the time to send me articles involving estate planning, or lack thereof, in current events. I was saddened
September 20, 2022
Investing
Google and Growth
Alphabet (Google) is a classic example of what we look for in a stock: rapid, long-lasting growth, a widening economic moat, and a reasonable valuation. We think the stock could double over the next five years.
September 8, 2022
Investing
August 2022 Market Review
Download a copy here “Despite some severe interruptions, our country’s economic progress has been breathtaking. Our unwavering conclusion: Never bet against America.” -Warren Buffett Inflation & fed policy Speaking shortly
September 6, 2022
Saving
8 Things Financial Planning Can Help You Achieve
Financial planning is unique for each person; no two financial plans look the same because everyone’s life and personal goals are different. Regardless of what your goals are, financial planning
September 2, 2022
Retirement Planning
How Financial Planning Can Help Prepare for Long-Term Care Costs
With the cost of long-term care (LTC) increasing year over year, considering how the costs of long-term LTC will impact your financial plan is essential. According to insurance company Genworth,
August 31, 2022