Menu
Washingtoner
  • Home
  • Health
  • Artificial Intelligence
  • Technology
  • Real Estate
  • Entertainment
  • Software
  • Concealed Carry
  • Non-profit
Washingtoner

July 2023 Financial Market Review
Washingtoner/10229996

Trending...
  • OneVizion Launches Vera AI, Bringing Connected Operational Context to Infrastructure Teams
  • Applicants Sought for the Tacoma Arts Commission and the Tacoma Creates Advisory Board
  • Intelligence Daily Features Veteran Hollywood Producer Kirk Shaw On AI And The Future Of Entertainment
Diversification? Check your choices Trajan Wealth
"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 - Washingtoner -- 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:
  • 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 Washingtoner
  • Mach One Reports Launches Voice-First Software That Builds Inspection Reports On Site
  • Building a Diversified Healthcare Platform as Exosome Science, Telehealth, Diagnostics & Strategic Acquisitions Converge: NexTel Medical (OTCID: MAJI)
  • Most Indiana Plane Crashes Happen Away from the State's Major Airports
  • L2 Aviation Welcomes Jason Marshall as Vice President of Sales and Business Development
  • Mom Era, Still That Girl: Family Art Tees 25% Off

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 Washingtoner
  • Fashion vs. Fascism - Because Democracy Should Always Be In Style
  • Lee Gunn IV Shares Lessons From 40 Years in the Courtroom on PodNumbra Podcast
  • Michael H. Kaplan Recognized for 17 Years on PHPA Workers' Compensation Panel and Advocacy for Professional Athletes
  • City of Spokane Announces New Tools, Resources to Support Fire Recovery and Rebuilding
  • Tacoma Residents Invited to Turn Recycled Glass Into Art Through New Pilot Program

Disclaimer:

*​Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.

Contact
Tami Hampshire
***@trajanwealth.com


Source: Trajan Wealth

Show All News | Disclaimer | Report Violation

0 Comments
1000 characters max.

Latest on Washingtoner
  • Bettingbladet releases H1 2026 report on the Swedish online gambling market
  • Garage door installation or repair in Minnesota? Which makes more sense for your family?
  • Tacoma: Application for 2027 Community Arts Projects Funding Now Available
  • Haven Treatment Center Now In-Network Partnership with ComPsych, Expanding Access to Youth Health
  • Tacoma: OMWBE Certification 201 Workshop on September 28
  • Super Rooter Expands to 190 Plumbing, Sewer, and Drain Service Locations Across the United States
  • European Patent for ALS Program Expands the Story: HOPE Deploys Robotic TMS & FDA Commercialization Path Advances: NRx Pharmaceuticals: NAS DAQ: NRXP
  • VICTURY Sports Announces Formation of Youth Sports League Built on the Official, Patented, and Award-Winning Keepy Uppy® Ball
  • Congressman Chuck Edwards (NC-11) Presents ReadyCommunities Partnership 2026 National Service Award to Local Businessman / US Air Force Veteran
  • Cress Creeks Farm Opens Fall Corn Maze and Baby Lamb Hayride Experience in Ellijay, Georgia
  • Allstream Energy Partners Nominated in Multiple Categories for Fast Company's Best Workplaces for Innovators
  • Pebble Photo Booths Brings Modern Photo Experiences to Vancouver, Washington
  • Spokane: Flags at Half-Staff in Remembrance of 9/11 Victims
  • Haven Treatment Center Now In-Network with First Choice, Expanding Access to Youth Health
  • Kerri Lawless Introduces New Home-Selling Option for Local Homeowners
  • FDA-Cleared Zeta TMS Robotic System Moves Toward Deployment as FDA, DARPA and Commercial Catalysts Converge: NRx Pharmaceuticals (N A S D A Q: NRXP)
  • Baird Medical Turns Global Expansion Into Tangible Growth: N A S D A Q: BDMD Posts 25% Revenue Surge as U.S. and International Markets Accelerate
  • City of Spokane Launches 'Emergency Streets' Pilot Program
  • Spokane: City Seeks Feedback on Future Land Use Map
  • Shelter Structures America makes European debut at TEMPOR EXPO 2026 in Fulda, Germany
_catLbl0 _catLbl1

Popular on Washingtoner

  • Popular AI planner Voiset launches version 2.0 and enters MENA at LEAP 2026 with full Arabic support - 239
  • Diginyze eCommerce ERP Module Creates Single Source of Truth for Enterprise Operations - 156
  • Continuous You Foundation Opens Applications For A 100-year Artist Grant - 140
  • 3ptechies Partners with Coolmuster to Give Away Data Recovery Software Licenses - 130
  • Tacoma: Applications Now Being Accepted for a Position on the Planning Commission - 127
  • Break the Resume Mold: Career Valet Changes How Executives Hunt for Jobs - 127
  • DuoKey launches the World's First Agentic Crypto Agility Platform - 118
  • Tacoma: Hylebos Bridge Closed Today for Maintenance Work - 115
  • Dr. Pen Official Introduces Advanced Microneedling Technology for Precision Skincare at Home
  • Marti Reeder Ranked Among Washington State's Top Real Estate Brokers by RealTrends Verified

Similar on Washingtoner

  • Building a Diversified Healthcare Platform as Exosome Science, Telehealth, Diagnostics & Strategic Acquisitions Converge: NexTel Medical (OTCID: MAJI)
  • Notaron Expands Online Notarization Access Following Wisconsin Approval
  • The Social Capital Revolution Comes to Phoenix!
  • European Patent for ALS Program Expands the Story: HOPE Deploys Robotic TMS & FDA Commercialization Path Advances: NRx Pharmaceuticals: NAS DAQ: NRXP
  • FDA-Cleared Zeta TMS Robotic System Moves Toward Deployment as FDA, DARPA and Commercial Catalysts Converge: NRx Pharmaceuticals (N A S D A Q: NRXP)
  • Baird Medical Turns Global Expansion Into Tangible Growth: N A S D A Q: BDMD Posts 25% Revenue Surge as U.S. and International Markets Accelerate
  • Sky Quarry Enters a Powerful New Chapter: Refinery Restart Emminent, Nevada Oil Initiative and Visibility Put (NAS DAQ: SKYQ) in the Spotlight
  • Defense & Space Strategy Strengthens as New Leadership Builds on NASA Results and Expanding Multi-Orbit Opportunities for Ascent Solar Technologies
  • STS Capital Partners is pleased to announce the appointment of Barry Brown as Vice President, Business Development
  • Cruxy shortlisted for two Private Equity Wire® US Awards 2026: Advisory Firm of the Year (Overall) & Value Creation Consulting Firm of the Year
Copyright © 2026 washingtoner.com | Terms of Service | Privacy Policy | Contact Us | Contribute