July 2023 Financial Market Review
Astro Bug/10252420
Trending...
- Allegiant Management Group's Alex Zweydoff, RMP®, Receives 2024 Darrell Kazen Memorial Scholarship at 2024 NARPM® National Convention
- PebblePad and NorthEdge Partner to Boost Global Student Success
- Tarrytown Expocare Pharmacy to Open Florida IDD Pharmacy
"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. That success means our investors - such as public pension funds - benefit, which contributes to the economic wealth of society." - David Rubenstein. CEO, Carlyle Group
PHOENIX - AstroBug -- In order to help keep you informed and aware of what is happening in the financial market, Trajan Wealth and their chief investment officer Udayan Mitra, CFA have continued releasing monthly posts recapping news in the financial markets. You can read the July Market Recap and more blogs from Trajan on their blog to stay informed and up to date on market happenings.
Key points of the review are:
To read the entire review and to learn more about recommendations for your investments, please visit the full July 2023 Financial Market Review.
More on Astro Bug
About Trajan Wealth:
Trajan Wealth LLC formed in 2012, was founded by CEO Jeff Junior. Prior to his 20+ years in the financial services profession, Jeff Junior was a member of the United States Marine Corps. Jeff continues to serve his clients and employees with the utmost service, respect, and attention to detail. The firm has multiple locations in Arizona, Texas, and Utah. Trajan Wealth is expanding to the Atlanta area in the coming months.
Udayan Mitra, CFA, came to Trajan Wealth with over two decades of experience in the investment management industry. He has held positions as a proprietary trader, senior portfolio manager, Investment Director, and CIO across institutional investment management firms, pension funds, and several large, institutional-class family offices. Udayan earned a Bachelor of Science degree in Economics from the London School of Economics and an MBA in Finance from Rice University.
For more information on all the different services offered or to schedule a complimentary consultation, visit https://trajanwealth.com or call 1-800-838-3079.
More on Astro Bug
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Key points of the review are:
- The US financial markets have continued to roar since the start of 2023
- Monthly returns on equity indexes posted 300 to 500 basis points in the past few months
- We are currently witnessing a tapering down of global growth
- We believe that we can improve our clients' investment outcomes by prudently allocating portions of their long-term investment portfolios towards private assets
- In the context of higher yields and the prospect of slower economic growth, Fixed Income assets should command a higher weighting in most portfolios
To read the entire review and to learn more about recommendations for your investments, please visit the full July 2023 Financial Market Review.
More on Astro Bug
- Alaskan Artist Builds Business to Fight Global Exploitation Through Fashion
- John Atencio Hosts Legacy Of Love Bridal & Diamond Event This November
- Dogma Systems lanza Security@Dogma: Solución Integral para la Seguridad de la Información
- Fight or Flight.... at least one other option.... Anatomy and Psychology of a Crisis
- Vantiva's Targets for Net-Zero Greenhouse Gas Emissions by 2050 Validated by the Science Based Targets initiative
About Trajan Wealth:
Trajan Wealth LLC formed in 2012, was founded by CEO Jeff Junior. Prior to his 20+ years in the financial services profession, Jeff Junior was a member of the United States Marine Corps. Jeff continues to serve his clients and employees with the utmost service, respect, and attention to detail. The firm has multiple locations in Arizona, Texas, and Utah. Trajan Wealth is expanding to the Atlanta area in the coming months.
Udayan Mitra, CFA, came to Trajan Wealth with over two decades of experience in the investment management industry. He has held positions as a proprietary trader, senior portfolio manager, Investment Director, and CIO across institutional investment management firms, pension funds, and several large, institutional-class family offices. Udayan earned a Bachelor of Science degree in Economics from the London School of Economics and an MBA in Finance from Rice University.
For more information on all the different services offered or to schedule a complimentary consultation, visit https://trajanwealth.com or call 1-800-838-3079.
More on Astro Bug
- Qualis welcomes Steven C. Miley as Vice President of Contracts
- Jann Klose Signs with The Royalty Network, Releases New Single
- Coker Announces Acquisition of Healthcare Consulting Firm, TTG Healthcare Advisors
- Paul Ormsby is appointed by STS Capital Partners as Senior Vice President of Operations
- J Street Property Services Secures Land for Future Multifamily Development in Kerrville, TX
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Source: Trajan Wealth
0 Comments
Latest on Astro Bug
- Healthcare Consulting Firm, Coker, Announces Acquisition of NorthGauge Healthcare Advisors
- Kaplan Morrell Named Exclusive Workers' Compensation Firm for Greeley Fire Fighters
- Drive for Gratitude Significantly Impacts Veterans Well-being
- The Voice of the Wooden Dragon is Latest Release from NFB Publishing
- AONE Fest 2024: Celebrating Creativity and Community at Red Dot Studios
- At Your Service Plumbing Honored with Silver Award in The Best of Pierce County
- Retired Navy SEAL Launches Barrett Strategic Leadership Group (BSLG)
- Green Office Partner Ranked #1 on Chicago Sun-Times' Best Workplaces List for 2024
- Tarrytown Expocare Pharmacy to Open Florida IDD Pharmacy
- CCHR Demands Apology, Compensation for Racist Mental Health and Eugenics Policies
- PebblePad and NorthEdge Partner to Boost Global Student Success
- Inc. Names Talentica as a 2024 Power Partner Award Winner
- Are Psychedelics the Missing Keys That Open The Door Of Ancestral Magic?
- Finding Family DNA Podcast Series Wins Gold!
- Allegiant Management Group's Alex Zweydoff, RMP®, Receives 2024 Darrell Kazen Memorial Scholarship at 2024 NARPM® National Convention
- From Tax Advisor to Community Advocate
- New Look, Same Family Feel: Maine Coon Maniacs Launches Revamped Homepage
- Cornerstone Hospitality Solutions, Llc Receives Veteran Institute For Procurement Commercial Certification
- Upcoming Webinar: Family-Owned Businesses in Italy and Spain: Opportunities and Pitfalls for International Investors
- WYSIWYG Marketing Welcomes Ellen McColl as Director of Business Development