Trajan Wealth

Trajan Wealth opens a brand new office in Scottsdale, Arizona.

"The most contrarian thing of all is not to oppose the crowd but to think for yourself." - Peter Thiel.

A proper estate plan provides the peace of mind needed to enjoy summer.

Trajan Wealth's chief investment officer, Udayan Mitra, CFA, analyzes May's financial market. Read the full review. May 2024 Market Review Strong Q1 2024 US earnings eased fears of economic cooling due to higher borrowing costs.

Estate planning ensures your assets are protected and distributed according to your wishes, and a revocable living trust helps avoid family disputes.

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.

"In the absence of the gold standard, there is no way to protect savings from confiscation through inflation. There is no safe store of value."- Alan Greenspan, Former Chairman of the Federal Reserve Bank

In estate planning, ensuring a smooth transfer of assets and properties to loved ones is crucial because the process can sometimes lead to disagreements among family, particularly children, if not handled carefully.

"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

Trajan Wealth's chief investment officer, Udayan Mitra, CFA, analyzes February's "Goldilocks" financial market. Mitra has 20+ years in investment management, a B.S.