Trajan's Tactical Tips

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

Investing

July 2023 Market Review

To diversify investments and manage risk, we continue to recommend allocating assets across different classes. We also believe that non-traditional asset classes – “real assets” such as real estate and infrastructure, as well as private equity and private credit merit consideration given the real portfolio enhancement opportunities as we transition to a potentially lower growth environment.

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Estate Planning

Estate Planning and Summer Travels

When we head off on our summer travels, we often leave behind our responsibilities and worries, seeking enjoyment and relaxation instead. However, this doesn’t mean that we can completely disregard our future and the well-being of our loved ones. Just as we take steps to plan our vacations meticulously, we must also take steps to plan our estates properly.

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Business

401(k) Options for Small Business Owners

Small business owner? You should establish a retirement plan to help be more financially confident in retirement. It may also help attract and retain qualified employees and offer business tax savings.

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News

Benefits of Inflation

When inflation increases, people often feel the sting of paying more for groceries, gas, and almost everything else. Many may feel inflation is terrible because their paychecks are shrinking, and they don’t like paying more for the same items. But inflation also has positive benefits. Yes, really. There is an upside to inflation.

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WSB July 2023 Interview with Jeff Junior
Video

July WSB Interview

Jeff Junior on the Shelley Wynters Show After his mother’s passing, WSB 95.5 radio host Shelley Wynters shares his inspirations for improving his lifestyle – including his financial plans. Jeff

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Child with American flag, celebrating independence
Estate Planning

Estate Planning and Independence

In estate planning, we often talk about gifts and gifting, typically within the context of money, assets, and taxes. Kent Phelps, attorney and Trajan Estate CEO, believes that our values are the most important gifts we can give our heirs. Among these, the gift of work ranks as one of the most valuable. Phelps shares his story here.

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AI tech optimism art
Investing

Tech Optimism Powers Strong Q2 for Stocks

The S&P 500 was up 8.7% in the second quarter and 19.4% over the past year. Despite fears of inflation, rising interest rates, and a weakening economy, investors are optimistic about future earnings growth. That’s especially true in the technology sector, where there have been rapid advances in artificial intelligence. We encourage investors to ignore the short term so they can focus on their long-term financial plan.

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Downtown Tampa Florida skyline
Tampa

Estate Planning in Tampa

Getting your estate planning together in Tampa means spending time relaxing on the beach and soaking in the beautiful views. But before you take off your sandals and soak up

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