Trajan Wealth

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.

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 All The Strong Women Who Impact Our Lives

"The investor of today does not profit from yesterday's growth" -Warren Buffett

Proving The Incredible Power Of Generational Financial Planning

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