Video
KSL April 2023 Interview
KSL’s Maria Shilaos interviews Jeff Junior about the recent stock market volatility and annuities.
April 19, 2023
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Estate Planning
The In-N-Out Burger Story – Proving the Power of Planning – Part II
This is the second of a two-part series on succession planning lessons we can learn from the In-N-Out Burger story. The Power of Legacy Planning In 1989, Esther Snyder established
April 17, 2023
Investing
ESG Investing: Fact and Fiction
Making investment decisions by focusing on issues beyond balance sheets, income statements, and other measurable metrics has become a major issue in the finance world. ESG (Environmental, Social, and Governance) is the movement aimed at incorporating other factors into the investment decision process. But does it work?
April 14, 2023
Investing
Charles Schwab And Bank Runs
Recent turmoil in the banking industry, including the failure of Silicon Valley Bank, has put a spotlight on Charles Schwab’s unrealized securities losses. However, Schwab’s deposits are much stickier and more diversified than those at SVB. Asset gathering and higher net interest margins should help offset headwinds from “cash sorting.”
April 12, 2023
Investing
March 2023 Market Review
The Federal Reserve Bank’s Open Market Committee (“FOMC”) raised the target Fed Funds rate at the March 22nd FOMC meeting amidst the recent bank failures in the US and Europe. Read our March market review!
April 5, 2023
Saving
Long-Term Care Tax: New Legislation That May Impact You
As the population evolves, so too must discussions surrounding long-term care and who will bear its cost. To provide assistance to their residents, many states have acted by introducing or passing bills that offer state funding for LTC services. Let’s take a look at which of these locations are leading the charge in this increasingly important arena.
March 30, 2023
Education
529 Plans: For Education and Transferring Wealth
By utilizing 529 plans, families can cultivate a lasting tradition of educational prosperity from one generation to the next. With three savvy strategies for lowering tax burdens when transferring wealth between beneficiaries, parents and grandparents are empowered to set up their loved ones for success. Learn more!
March 28, 2023
Business
Bank and Brokerage Firm Failures: What FDIC Insurance and SIPC Covers
Recently, Silicon Valley Bank (SVB) failed. Bank customers and investors have some protection through FDIC insurance or SIPC, but understanding what each cover can help you plan for failure risk.
March 24, 2023
Estate Planning
The In-N-Out Burger Story: Proving the Power of Planning, Part I
In-N-Out has found a way to thrive in spite of family dysfunction, self-destructive behavior, untimely deaths, a limited gene pool, and leadership by the very young or the very old by necessity.
The In-N-Out story demonstrates the power of planning. Without such planning, the fast food chain we all know and love, would very likely not be what it is today.
March 17, 2023
Investing
Disney’s Two Paths
We see two paths ahead for Disney: Either the company should compete head-to-head with Netflix using a consolidated streaming platform, or it should divest Hulu and ESPN to focus on the franchise content that makes it special. The company could be successful on either path, but trying to straddle both is not working.
March 6, 2023