News
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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Taxes
A Look into the 2024 IRS Retirement Savings Thresholds
The IRS emphasizes retirement savings and adjusts regulations annually to match the changing economic landscape. Review the 2024 IRS retirement savings thresholds and get a glimpse of the future as you plan your savings.
January 30, 2024
Fraud
Why Financial Fraud is Becoming Harder to Spot
With Artificial Intelligence (AI) development comes opportunities… and problems: AI is making financial fraud harder to spot. The repercussions of AI-driven fraud extend beyond the immediate monetary losses.
January 27, 2024
Education
How to Prevent a Credit Crisis
Credit issues can have serious consequences, including legal action, fraud, overspending, and damage to credit scores. Fortunately, there are steps you can take to avoid a crisis.
January 26, 2024
Investing
2024 Market Outlook
In January, many experts release market predictions, although their accuracy is often questionable. However, we do not engage in making predictions. Instead, our approach involves estimating the risk premium that we anticipate earning if the assets are held over the course of a market cycle.
January 18, 2024
Investing
2023 Markets: The Year In Review
Markets continued to rise in December with the anticipation of lower interest rates. Major equity indexes saw annual returns ranging from about 16.2% to 44.1%. The S&P 500 had a total return of over 26% in 2023, higher than the 50-year average of 11.2%. Will these trends continue in 2024?
January 11, 2024
Estate Planning
A New Year’s Resolution Worth Keeping
As we start the new year, don’t forget about estate planning. Although it may not be the most exciting or enjoyable topic to think about, it’s critical for securing your legacy and giving peace of mind to you and your loved ones.
January 10, 2024