Trending...
- Spokane: Save the Date - Memorial Sign Dedication
- Spokane: District 2 Council Members to Host Public Safety Town Hall
- Spokane: 'Bike the Bridge' Ahead of Maple Street Reopening
"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:
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
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
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 Washingtoner
- Spokane: City Details Fourth of July Activities, Closures
- Former MP Shri GV Harsha Kumar Meets AICC President Mallikarjun Kharge
- Tacoma: System Development Charges for Wastewater and Stormwater Utilities to Take Effect on July 1
- Two Attorneys at The Stanley Law Group Named to 2026 South Carolina Super Lawyers List
- IGH Naturals Announces Peer-Reviewed HuMOLYTE® Study Published in Frontiers in Nutrition
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
- Allstream Energy Partners Expands AI-Optimized Website Development Division to Meet Growing Demand in GEO / AEO Services
- America's Workforce Solution Named an OpenAI SMB Channel Partner, Bringing Enterprise-Grade AI to Main Street
- Data Tiles Introduces the Decision-Driven Enterprise to North America
- Disruptor Creations Pioneers New MicroAdventure Series with TravelSpike
- Spokane City Fire Marshal Issues Outdoor Recreational Fire Restriction
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Source: Trajan Wealth
0 Comments
Latest on Washingtoner
- Tacoma: Applicants Sought for the Human Services Commission
- Boston Industrial Solutions Introduces High-Performance Primer for Bonding Liquid Silicone to Epoxy
- Healthcare Leaders Publish New Integrated Behavioral Healthcare Guide, Led by Doctors of Behavioral Health
- Verbica Challenges Panetta to a Televised Debate on the Issues
- Salt Lake City Families Turn to Private Autopsy Services for Faster Answers After Unexpected Loss
- SPD Seeking Assistance Regarding Motorcycle Collision in North Spokane
- K2 Integrity's U.S. and EMEA Teams Again Recognized in Chambers and Partners 2026 Guides
- Connecta Satellite Solutions Ready to Support Emergency Communications Following the Venezuela Earthquake
- NUSACC Supports Iraq Higher Education Roadshow to the United States
- Rare 1933 Harold Weston painting will be auctioned to benefit the Keene Valley Library
- $20 Million Revenue Target, Accelerating Growth, 7% Of Outstanding Shares Retired, Clear Path Toward Profitability: VSee Health, Inc N A S D A Q: VSEE
- HomeCentris Home Health Achieves 5-Star CMS Rating
- Adsoptia Launches AI-Powered Optimization Platform for a New Era of Autonomous Marketing Decisions
- Longevity Leaders Project to Feature BrainBoosters Ted Teele & Carmen Benavide
- Spokane: 'Bike the Bridge' Ahead of Maple Street Reopening
- City of Tacoma Launching New Voluntary Demolition Salvage Program to Promote Resource Reuse and Streamline Permitting
- Spokane: Boiler Inspection Program Transitions to Washington Labor & Industries
- Heritage at Manalapan Announces New Incentive: Included Finished Basement on Select Homesites
- Leicester UK Manufacturer Tabletop Tyrant Secures Flawless 100% Customer Satisfaction Rating Across 5,800+ Orders
- Spokane: SPD Seeking Assistance in Locating Vehicle of Interest

