Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Beautiful Austin skyline. Austin, Texas on the Colorado River

How to Find a Financial Advisor in Austin

Getting your finances organized in Austin, Texas, doesn’t have to be complicated. It’s about finding a financial institution that prioritizes relationship building and provides comprehensive services. If you’re unsure how

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Aerial view of Naples beach, Florida.

Choosing a Financial Advisor in Naples

Are you looking to take control of your finances here in the beautiful city of Naples? Our Florida Trajan Wealth team can advise on and manage your portfolio—giving you the peace of mind you deserve. 

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Jeff and Brenda Junior

Legacy of Service

As we celebrate Veteran’s Day, Jeff and Brenda share their reflections on their time in the military. We are proud to be a Veteran-owned business. Thank you to everyone who has dedicated themselves to our country.

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October 2023 Market Review

Our nation’s propensity to spend more than we receive from tax revenues is nothing new. But its effects are becoming more apparent – including how expensive it is to borrow and the outlook for future equity and bond returns.

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