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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
FEBRUARY 2024 Market Review
The equity markets posted a strong February based on solid earnings releases for 2023 and the perception that the FOMC’s next move will be to reduce short-term interest rates. Now, while we welcome the commencement of a “goldilocks environment,” a significant looming risk factor makes us more nuanced in the future trajectory of returns across most risk assets.
March 12, 2024
Investing
Home Buying Season: 10 Tips to Help Guide the Process
Spring is the prime season for homebuyers. The warmer weather, blooming flowers, and longer days make it the perfect time to start the search for a new home.
March 1, 2024
Retirement Planning
How Social Security Impacts Retirement Planning
As people approach their golden years, Social Security benefits can create confusion. Here are essential features of Social Security to consider when planning for retirement.
February 29, 2024
Investing
What Happens After A Strong Year In the Stock Market?
The S&P 500 surged over 26% in 2023. Even bonds showed signs of life, rising almost 6% as interest rates declined late in the year. Everyone wonders what comes next. While we can’t predict the market’s short-term direction, if we let history be our guide, a strong return one year doesn’t mean bad returns the next year.
February 16, 2024
Investing
January 2024 Market Review
The markets were mixed as we entered the New Year in January, with stocks and bonds posting diverging returns for the month. We are taking a more sober outlook for consumer spending, business investment and thus, business earnings.
February 12, 2024
Estate Planning
Love and Legacy
As Valentine’s Day approaches, many of us are focused on expressing our love and appreciation for our significant others. We gift chocolates, flowers, and sentimental cards to show how much we care. But amidst the romantic gestures and candlelit dinners, it’s worth considering how estate planning ties into the spirit of this holiday.
February 11, 2024