News
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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Investing
July 2022 Market Review
Download a copy here “In the short run, the market is a voting machine but in the long run it is a weighing machine.” -Benjamin Graham Earnings, valuations, and discount
August 5, 2022
Education
How to Maintain Your 529 Plan During Uncertainty
The uncertainty of today’s economy, rising interest rates, and market volatility may have you concerned about your 529 plan’s performance over the past months. If your child or grandchild has
August 3, 2022
Taxes
DAFs vs. PFs: Which foundation is appropriate for you?
Charitable giving is an opportunity to use your wealth to benefit others while providing you with tax benefits. If you’re searching for a way to reduce your tax bill and
August 2, 2022
Retirement Planning
Inflation and Your 401(k)
Unfortunately, you can’t stop inflation as it’s out of our control. But you can be mindful of it and implement specific strategies to help lessen the burden of inflation on
August 1, 2022
Investing
Staying Calm During a Volatile Market
After hearing the term “bear market” repeated every hour on the news and watching recent stock behavior, you might feel anxious about this volatile market. Today, we’ll talk you through
July 21, 2022
News
Trajan Wealth Hires Former Morningstar Portfolio Manager Matt Coffina
A new beginning and new strategies with a fast-growing, independent fiduciary advisor 7/1/2022 Phoenix, AZ – Trajan Wealth, an Arizona-based Registered Investment Advisor (RIA) that collectively manages more than $1
July 7, 2022