Trajanwealth | Newsroom

December 2024 Market Review

01/30/2025 Scottsdale, AZ—Trajan Wealth recently posted their December 2024 Market Review, David Busch, Co-Chief Investment Officer, lets you know what happened and how to prepare for the future. Read his thoughts on the economy’s current state.

January 30, 2025

Update: Corporate Transparency Act Injunction

01/28/2025 Scottsdale, AZ—Trajan Wealth’s recent update covered the Corporate Transparency Act injunction, Kent Philips, Co-Founder & Attorney, will get you up-to-date on the situation. Find out what you should know on the topic.

January 28, 2025

November 2024 Market Review

“Every bubble has two components: an underlying trend that prevails in reality, and a misconception relating to that trend.”- George Soros

December 18, 2024

October 2024 Market Review

“Time is your friend; impulse is your enemy.” - John Bogle

November 18, 2024

September 2024 Market Review

“The global financial crisis - missed by most analysts - shows that most forecasters are poor at pricing in economic/financial risks, let alone geopolitical ones.” - Nouriel Roubini

October 23, 2024

Matthew Perry’s Smart Move with a Trust Estate Plan

Learn about Matthew Perry's smart financial planning and strategic estate management, particularly his choice to utilize a trust for his estate planning.

October 2, 2024

August 2024 Market Review

“At all times, in all markets, in all parts of the world, the tiniest change in rates changes the value of every financial asset.” - Warren Buffet.

September 25, 2024

Planning For Your Pets

The importance of creating a pet trust to care for your furry friends.

August 27, 2024

July 2024 Market Review

Trajan Wealth shares its July 2024 Market Review, authored by Chief Investment Officer Udayan Mitra, CFA.

August 20, 2024

The 2024 Presidential Election is Getting Closer

How to think about your portfolio during this season

August 8, 2024

Trajan Wealth’s Ribbon Cutting & Open House Event!

Learn about Trajan Wealth's recent ribbon cutting and open house event.

August 7, 2024

June 2024 Market Review

Trajan Wealth’s chief investment officer, Udayan Mitra, CFA, analyzes June’s financial market and provides recommendations.

July 18, 2024

Estate Planning: Safeguarding Your Summer Season and Beyond

Learn how estate planning can give you peace of mind during your summer vacation!

June 27, 2024

May 2024 Market Review

Trajan Wealth’s chief investment officer, Udayan Mitra, CFA, analyzes May’s financial market and provides recommendations.

June 24, 2024

Setting the Record Straight

See how revocable living trusts can prevent family conflicts through the experiences of famous individuals.

June 4, 2024

Stock Markets & Elections

Matt Coffina, CFA and Trajan Wealth’s portfolio manager for Expanding Moat and Defensive Moat strategies, discusses the connection between elections and the stock market.

June 3, 2024

April 2024 Market Review

Trajan Wealth’s chief investment officer, Udayan Mitra, CFA, analyzes April’s financial market and provides recommendations.

May 21, 2024

Minimizing Family Conflict With a Living Trust Estate Plan

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

April 30, 2024

March 2024 Market Review

“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

April 17, 2024

February 2024 Market Review

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

March 19, 2024

Love and Legacy: Give an Enduring Gift

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

February 23, 2024

2023 Financial Market Review

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

January 30, 2024

Estate Planning: A New Year’s Resolution Worth Keeping

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

January 29, 2024

November 2023 Financial Market Review

November 2023 financial market review from Trajan Wealth.

December 29, 2023

The Hallmark of Estate Planning

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.

December 27, 2023

October 2023 Financial Market Review

“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

November 30, 2023

Bonds. A License For Duration.

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

October 30, 2023

September 2023 Financial Market Review

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.

October 26, 2023

Do Grandparents Make Good Parents?

Planning Your Children’s Future In The Worst Case Scenario

September 28, 2023

August 2023 Financial Market Review

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

September 25, 2023

Estate Planning And Summer Travels

How Planning Your Summer Vacation Compares To Planning Your Estate

August 31, 2023

July 2023 Financial Market Review

“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

August 28, 2023

Tech Optimism Powers Strong Q2 For Stocks

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

July 25, 2023

June 2023 Financial Market Review

“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

July 21, 2023

Giving Our Children The Gift Of Work

Opportunities For Work Can Provide Wonderful Memories For Our Children

June 23, 2023

May 2023 Financial Market Review

“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

June 16, 2023