July 2023 Financial Market Review
Washingtoner/10229996

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

• The Millennium Alliance Achieves Great Place To Work® Certification™ Amid Continued Growth
• The Millennium Alliance Appoints Former Adweek Executive Eric Hayden Shakun as Chief Financial Officer to Accelerate Next Phase of Growth
• North Puget Sound League Launches New Player Development Academy (PDA) Tryouts
• T. Jones Group Named Finalist Across Multiple Categories at the 2026 Georgie Awards
• The Simplest Small Business You're Probably Not Thinking About

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

• San Francisco Writer Wins Webby Award, Internet's Highest Honor, for Website Based on her Novel
• EDC Weekend Comedy Special Featuring Don Barnhart & Friends — Use Promo Code FRIEND for 50% Off
• N Y S E: OTH Off The Hook YS Is Building a Vertically Integrated Marine Empire — And Investors Are Starting to Notice
• Concierge Title Agency Merges with Independence Title, Inc. to Deliver an Expanded Concierge Closing Experience Across South Florida
• Grow My Security Company Launches Next-Generation Website and Expands Strategic Marketing Solutions for the Security Industry

Disclaimer:

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