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  1. 2 days ago · Trajan ® Estate, LLC’s principals are Kent Phelps and Jeff Junior. Jeff Junior is also a principal of Trajan ® Wealth, LLC, an SEC registered investment advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission. Trajan ® Wealth, LLC does not provide legal services.

  2. 5 days ago · The Trajan Wealth Income Opportunities ETF (TWIO) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund seeks current income across a broad range of domestic assets, including dividend paying stocks, preferred securities, high yield bonds, and REITs.

  3. 3 days ago · Developed International equities outperformed the U.S. market during the month amid both actual and anticipated changes in monetary policy. Asset classes across the board saw gains in the month of August including both fixed-income and equities.

  4. 2 days ago · Zacks is committed to independent research and sharing its profitable tools and services with investors. See Zacks Investment Research members' reviews.

  5. 4 days ago · Dive into our 2024 Wealthramp review. Learn how it connects individual investors with independent financial advisors to help you reach your goals.

    • Henry Blodget
  6. 3 days ago · On episode 155 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined Gunjan Banerji of The Wall Street Journal and Paul Hickey of Bespoke Investment Group to discuss: Nvidia earnings, the AI led market boost, the Fed's impending cut, politics and investing, and much more! …

  7. 2 days ago · Vanguard Personal Advisor is the better choice if you're looking to invest in low-cost ETFs, which Fidelity Go doesn't offer. Vanguard also rewards higher account balances with lower fees, making...

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