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Hang On To Your Hat... And Your Wallet

APRIL Market Review

Ever heard the saying: The only dangerous roller coaster is the one that you try to get off of in the middle of the ride? Buckle up for the April 2022 Market with Jeff Junior. Inflation, rising interest rates, and market volatility have many on edge. If you want to review your investment strategy, 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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