Learn how a living trust can minimize potential family conflict after a loved one's passing.

“The problem with interest rates are that you are not modeling a single number, you are modeling a whole term structure, so it is a sort of different type of problem.” - John Hull, Professor of Finance, University of Toronto

Review of the 2024 financial market from Trajan Wealth's chief investment officer, Udayan Mitra, CFA,

Learn about the connection between Valentine's Day and estate planning in this recent article from Trajan Wealth.

“Public opinion always wants easy money, that is, low interest rates.” -Ludwig Von Mises

Why estate planning should be your New Year’s resolution.

November 2023 financial market review from Trajan Wealth.

In honor of the season, Trajan Wealth’s latest financial article, written by Kent Phelps, CEO and co-founder of Trajan Estate, draws parallels between estate planning and the lessons found in Hallmark Christmas movies.

“The FOMC has considerable control over short-term interest rates. We have much less influence over longer term rates, which are set in the marketplace.” - Jerome Powell. Chairman, Federal Reserve Bank

Treasury bonds could be a sound investment for you and your family.

The S&P 500 took a step back in the third quarter, declining 3.2%. That still left the benchmark up 13.0% year-to-date and 21.6% over the past year.

Planning Your Children’s Future In The Worst Case Scenario

“If you are in banking and lending, surprise outcomes are likely to be negative for you.” - Nassim Nicholas Taleb, Financial analyst, Investor, Author

How Planning Your Summer Vacation Compares To Planning Your Estate

“It's clear to me when you do private equity well, you're making companies more efficient and helping them grow and become more profitable.” - David Rubenstein. CEO, Carlyle Group

The second quarter of 2023 has provided good news for investors even amid worries

“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.” - Seth Klarman, Investor. CEO, Baupost Group

Opportunities For Work Can Provide Wonderful Memories For Our Children

“Whoever controls the volume of money in any country is absolute master of all industry and commerce.” – James A. Garfield, 20th President of the United States

Preserving The Legacy Of The Strong Women Who Impact Us

“The investor of today does not profit from yesterday’s growth” -Warren Buffett

Proving The Power Of Generational Financial Planning

A CFA's Review of the Pros, Cons, & Pitfalls of ESG Investing

Proving The Power Of Planning For Your Financial Future

How Rate Changes And Inflation Are Affecting The Financial Market

Lessons on Investing and Financial Management from Elvis to Today

Starting a New Year and Predicting What Comes Next

Perspective on the bonds market in 2022 and what we can expect going forward

Equity Markets in 2022 - The Year In Review and Looking Ahead

Looking At The Success Story of Dividend-Paying Stocks and Mutual Funds

Market Corrections and Market Rebounds At the End of 2022

How Meta Has Managed to Survive and If It’s Still a Wise Investment

Growing Wealth In The US Financial Markets Following Turmoil

Inflation has been minimized for a long time, but that could be about to change

Investing During Periods of Heightened Uncertainty

Seeing the stock market during a bear market can be challenging at best.

A recent report from Trajan Wealth’s Chief Investment Officer, Udayan Mitra, CFA, offers perspectives on the recent market returns.

A new beginning and new strategies with a fast-growing, independent fiduciary advisor

Trajan Wealth Reviews Equity Valuations, Implications, and Recommendations