Financial Videos

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JuLY 2022 Market Commentary

As most of us swelter, the summer heat isn’t the only thing making investors sweat. July had some jittery moments. Despite a 12.6% rise from its June 16th low, S&P 500 still risks an ugly stretch ahead. But in today’s unpredictable market, one thing remains certain: if there’s anything that can make or break your success in the next few years, it’ll be having a well-balanced portfolio.

If you’d like a 2nd opinion on your portfolio, we’re here to help. Contact us today!

Should I Get An Annuity?

Annuities are often seen as an easy way to plan for retirement income, but there are some downsides. We cover the pros and cons of annuities with minimal jargon.

How Much More Do I Need To Retire?

If you’re wondering how much you need to save for retirement, you’re not alone. We’re covering to determine how much more you need to save. 

Investment Alternatives

From investing in gold to marijuana, we quickly cover the advantages and disadvantages of current popular alternative investments available. Are they right for you?



Jeff discusses Trajan’s commitment to fiduciary standards that give clients an advantage.

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