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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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Retirement Planning
Five Ways to Save For Retirement
If you’re already saving for retirement, you’re on your way to a more financially secure retirement. It’s essential that you continue to save and explore other strategies that may be
August 26, 2022
Estate Planning
Cover Your Assets With the Three C’s
If you’ve been putting off the protection of assets, now is the time to take care of it. From potential lawsuits to undue taxation, you don’t want to lose any
August 25, 2022
Dallas
Saving Your Money in Dallas
They say everything’s bigger in Texas. If that’s true (and we know it is), why shouldn’t that include your savings account? As your Texas fiduciary advisors, we’re here to remind
August 18, 2022
Investing
Is It Time To Focus On Income vs. Growth?
By Sterling E. Russell, CFA With Federal Reserve Policy Makers in the early stages of what could be an extended period of tighter monetary policy, it is time for investors
August 15, 2022
Estate Planning
3 Michael Jackson Estate Planning Mistakes and How You Can Do Better
By Kent Phelps, Attorney & CEO of Trajan Estate On August 29th, Michael Jackson would have turned 64 years old. His children are now 25 (Prince), 24 (Paris) and 20
August 11, 2022
Investing
Why Market Timing Is a Bad Idea
We think market timing is a mistake, for three reasons: (1) Long-term returns in the stock market have been very good, and time is on your side, (2) There is an inverse relationship between valuations and future returns, and (3) Past bear markets show how difficult it is to get the timing right.
August 10, 2022