A blog for everyday financial tips, Trajan news updates, and more
Not everyone experiences a life-changing event in their lifetime, one that impacts them for better or worse. As we continue to experience the pandemic, we are witnesses to our own
Now Ask for More $ Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university is enough-or
What You Need to Know With coronavirus (COVID-19) all around us, investors eye how their investments will fare as this ‘global pandemic’ spreads. Earlier market movements starting in February 2020
A growing trend in global debt markets, Green Lending, continues to grow among American debt investors. Green Lending ties sustainability initiatives into loan products designed to entice and reward debtors
The past 100 years have seen changes in how people plan for their financial futures and how they live. Borders no longer restrict people from living in one country; their
The term HENRY (High Earners Not Rich Yet) refers to individuals who have the potential to become wealthy in the future because of their income. These individuals or families earn
By Sterling E. Russell, CFADirector of Fixed Income Last week in a note to our advisors, I wrote that I felt the markets were on an unstainable trajectory and had
Many people decide to ‘semi-retire’ early and start taking their Social Security Retirement benefit at the earliest age possible. It’s appealing to be able to work part-time or where you
Effective January 1, 2020, the SECURE Act, a progressive change to retirement savings plans, is now law. The last legislation to retirement savings happened when Congress allowed for automatic enrollment
With 2020 barely started, preparation for tax season is underway for many investors. Now in the second year of filing taxes under the Tax Cuts and Jobs Act of 2017
