Trending...
- From the Racetrack to the Boardroom: Aston Martin and Aramco Formula One Partnership Accelerates Circle8 Group: (N A S D A Q: CIRC)
- Dynamic Dachshund Dog Goes Global: Remember Point Launches a New Bilingual Children's Book
- Spokane: Council Member Zappone Awarded Certificate of Municipal Leadership
"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: Second-Alarm Brush Fire Contained at People's Park
- $620 Million in Recent Government Contract Awards with More Than $1.2 Billion in Annualized Revenue: Circle8 Group (N A S D A Q: CIRC)
- Lewis County Hydrogen Alliance Launches Phase 1 Work to Turn Forest Residuals into Fuel-Grade Hydrogen and Dispatchable Clean Power
- Next Gen Fibre Selects netElastic vBNG and CGNAT to Fuel Rapid Nationwide Expansion and Eliminate Network Bottlenecks
- Boston Industrial Solutions, Inc. Introduces SAP-G70 Primer for bonding silicone to silicone and other materials
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
- Tacoma: Capital Ready: Preparing Businesses for Growth in Public Contracting Workshop on August 26, 2026
- Final Week for Spokane Falls Boulevard Survey
- 'Reflections: Enlightening Insights Into the Divine Mystery' — The Latest Book by Philosopher Steven Colborne
- Scott G. Hoy of Hoy Law Earns 11th Consecutive Super Lawyers Selection
- Spokane: SPD is Seeking Assistance in Locating Missing Adult Male
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Source: Trajan Wealth
0 Comments
Latest on Washingtoner
- Are "Buck Teeth" Hereditary? Spokane Valley Dentist Explains Children's Smile Development
- CRG Awarded NASA SEWP VI Contracts in Categories B and C
- Spokane: Council Member Zappone Awarded Certificate of Municipal Leadership
- Heidi G. Villari of The Villari Firm, PLLC Named to Super Lawyers for the Tenth Consecutive Year
- Spokane: SPD Assists Stevens County Sheriff's Office Locate a Reckless Vehicle
- Elevate Your Sneakers With Crep Protect Trek Laces
- Meet Privateer: Tucson's High-Tech Security Force Built With Paramilitary Precision
- James Richey, CEO of JouleFit, to Be Featured on the July Edition of the Longevity Leaders Project
- Dynamic Dachshund Dog Goes Global: Remember Point Launches a New Bilingual Children's Book
- DARPA Selects NRx Pharmaceuticals Defense Subsidiary for Contract Negotiations on FDA-Authorized SPARC-TMS Clinical Trial Advancing Mental Health Care
- The Great Junk Hunt is Coming Home
- From the Racetrack to the Boardroom: Aston Martin and Aramco Formula One Partnership Accelerates Circle8 Group: (N A S D A Q: CIRC)
- Neighbors' Barbershop Launches New Online Haircut Appointment System for Wedgewood & View Ridge Res
- U.N. Committee Reiterates Forced Psychiatric Detention a Human Rights Violation; CCHR Calls on the U.S. to Implement Protections
- Spokane Community Urged to Prepare for Inclement Weather
- Tacoma City Council Receives Positive Streets Initiative Update
- Valgar LLC Launches The Briefing Room: Education Leaders
- Spokane: SPD Respond to Several Underage Drivers on Electric Motorcycles
- New Novel WINCE Takes Unflinching Aim at American Gun Culture and Masculinity
- New Research Puts the Cost of Enterprise Decision Delay at $630 Billion a Year Across the Global 2000