Wealth Management Press Releases

Trajan Wealth's November 2024 Market Review, by Chief Investment Officer Udayan Mitra, CFA. His insights are below; read the full review here. November 2024 Market Review The US Presidential elections resulted in the GOP winning Congress.

Trajan Wealth shares its October 2024 Market Review, authored by Chief Investment Officer Udayan Mitra, CFA. Read the full review here. October 2024 Market Review Following the 2024 US General Election, US equities are up, while bonds are declining.

"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

Summit Financial Group, Inc., is excited to invite you to an exclusive leadership event titled "Here Come the Girls" on October 29th at 10 am CT.

Flexible Plan Investments Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions, announced that industry-veteran Carl Resnick has joined the firm as vice president of national sales.

Matthew Perry played Chandler Bing on the wildly successful sitcom Friends. Off-screen, Perry's life has been a testament to smart financial planning and strategic estate management.

Trajan Wealth's November 2024 Market Review, by Chief Investment Officer Udayan Mitra, CFA. His insights are below; read the full review here. November 2024 Market Review The US Presidential elections resulted in the GOP winning Congress.

Trajan Wealth shares its October 2024 Market Review, authored by Chief Investment Officer Udayan Mitra, CFA. Read the full review here. October 2024 Market Review Following the 2024 US General Election, US equities are up, while bonds are declining.

"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

Summit Financial Group, Inc., is excited to invite you to an exclusive leadership event titled "Here Come the Girls" on October 29th at 10 am CT.

Strengthens Commitment to Client Wealth and Business Succession Planning

Flexible Plan Investments Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions, announced that industry-veteran Carl Resnick has joined the firm as vice president of national sales.

Matthew Perry played Chandler Bing on the wildly successful sitcom Friends. Off-screen, Perry's life has been a testament to smart financial planning and strategic estate management.

"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

FSC Implementation Accelerator is Tailored for Wealth Firms and RIAs

Pet trusts ensure your furry friends' ongoing care and welfare.

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

As the election nears, how should investors be rooting? Republicans are usually seen as more "business-friendly" than Democrats, but has that translated to stock market outperformance?

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

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.

Integrity Wealth Management, a leading wealth management firm in Newport Beach, CA focused on providing personalized financial planning and investment management services, today announced that Jeff Olsen has joined the firm.

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

"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

To automate the annual review process and expand new client coverage

6-in-1 Software Continues to be an Industry Leader for Tax Professionals

The team was ranked 33 on Forbes and SHOOK Research's annual list

JRG Financial Services proudly announces its entrance into a new era of wealth management, redefining the landscape with a commitment to excellence and personalized financial solutions.

In an era where financial planning is more crucial than ever, many individuals ponder the cost of hiring a financial advisor. Understanding these costs is key to making informed decisions about managing personal finances.

Dan Jenkins & Geoffrey Kasse rank on Forbes and SHOOK Research annual list of industry professionals

Capital Q® Management LLC, the fully owned subsidiary of Capital Q Ventures Inc., today announced the 2nd quarter 2023 distributions for Medical Investment Solutions LLLP.

Founder of Simplified Wealth Management Bob Chitrathorn discusses living well on iHeartRadio. Simplified Wealth prides itself for its values based management philosophy which serves as a key ingredient to their clients' growing success.

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