Trending...
- Disappointment and Hope after U.N. General Assembly Wraps, says AHF
- HAWAIIAN ELECTRIC INVESTOR DEADLINE APPROACHING: Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In Hawaiian Electric To Contact Him Directly To Discuss Their Options
- New Rochelle: Queen City of the Sound International Jazz Festival
"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 - Nyenta -- 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 Nyenta.com
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 Nyenta.com
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 Nyenta.com
- Global Luxury Value Exchange, Idoneus, Transitions to 100% IDON Transactions
- Winners of the 2023 Gerald Loeb Awards Announced by UCLA Anderson at New York City Event
- Labaton Sucharow LLP Announces Expanded Securities Class Action Lawsuit Filed Against RTX Corporation and Certain Executives
- Employment Advocacy Appoints 1st African-American, Female Board President
- HAWAIIAN ELECTRIC DEADLINE REMINDER: Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In Hawaiian Electric To Contact Him Directly To Discuss Their Options
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 Nyenta.com
- USA Green Card Celebrates the State Department's Historic Inclusion of the UK in the DV-2025 Green Card Lottery
- FOX News Media's Second Republican Primary Debate Tops All of Television on Wednesday, September 27th
- New Rochelle Welcomes HUD Regional Director and Interagency Partners to Advance Climate Resiliance
- SHIFT4 DEADLINE REMINDER: Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In Shift4 To Contact Him Directly To Discuss Their Options
- Captivate Partners With the American Psychological Association to Enhance Mental Health Content
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Source: Trajan Wealth
0 Comments
Latest on Nyenta.com
- 10-4Gear.Com Launches Exclusive Police Challenge Coins
- CCG Releases State Guide on 'Execution of Insurance Policies'
- UNITE HERE Releases Real Estate Runaround: How Brookfield's Insurance Venture Offers Reward for Investors, Risk for Retirees
- Rochester: – Final Food Truck Rodeo at the Market is Tonight
- Insurance Training Expert Cody Askins Selected to Appear on Spotlight Television
- Radius Global Market Research Appoints Ed Keller to its Board of Directors
- PFW Recap: CHOCHENG Spring/Summer 2024 Les Parapluies De CHOCHENG
- The New Trace One Ushers in a New Era for CPG and Retail Product Innovation
- Non-Alcoholic Retailer Boisson Announces New CEO; Receives New Funding From Convivialité Ventures and Connect Ventures
- Armitron Joins Forces with Susan G. Komen® to Introduce Empowering Tilly Pink Collection for National Breast Cancer Awareness Month
- RTX SHAREHOLDER NOTICE: Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In RTX To Contact Him Directly To Discuss Their Options
- Rochester Public Library to Host "Get Weeding with the RPL," 5-Week Cannabis-Worker Certification Course
- Enjoy Best Taco Tuesday in Long Island City at Doha Bar Lounge
- The New York Junior League Celebrates Inaugural Find the Good Day
- Soluna Project Dorothy 1 Reaches Full Capacity of 50 MW, Company hits 2.6 EH/s Hashrate Milestone
- A united front in fight against the 'silent pandemic'
- Rochester: Mayor Evans Begins City's 2024-25 Fiscal Year Budget Process
- Chief Gene Saunders Founder of Project Lifesaver International Selected to Appear on Spotlight Television
- Discover why these prayer mats are reaching half a billion people globally: & now they're coming to New York Toy Fair
- New Rochelle: ArtsFest 2023 Set for Thursday, October 19th to Sunday, Oct. 22nd