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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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Investing
June 2022 Market Review
“Time arbitrage – taking advantage of the opportunity for long-term profit offered when short-term investors sell due to disappointing short-term macro or business progress – has been a major source
July 7, 2022
Estate Planning
Is It Time to Update Your Estate Plan?
It’s essential to revisit and change your estate plan from time to time. Most financial experts recommend that you review and revise your estate plan every three to five years
July 1, 2022
Investing
5 Things to Consider During a Bear Market
During a bear market, emotions may cause anxiety for some as they watch the market valuation of their portfolios decline. However, for others, a bear market is a buying opportunity.
July 1, 2022
News
Rising Rates, the Stock Market, and Your Portfolio
Interest rates can positively or negatively affect the U.S. economy, the stock markets, and your portfolio. With The Fed increasing the target range for the Federal Funds Rate to help
June 29, 2022
General
8 Indicators of Financial Wellness
Financial wellness is a state of being where you are in control of your personal finances. Financial wellness means you can cover expenses and save for future goals. Consider financial
June 27, 2022
Taxes
Get Organized for Next Year’s Taxes
With April 15th in the rearview, taxes might be the last thing on your mind. But believe it or not, now is the perfect time to reconfigure your organizational system
June 15, 2022