Trending...
- Vice President Amy Boerger retiring after 39 years with Cummins - 114
- Kimball Electronics, Inc. Announces Date For Reporting Second Quarter Fiscal Year 2023 Financial Results
- Seasoned Risk Stalwart Brian Hughes Joins Scienaptic As An Investor And Advisor
Equity Markets in 2022 - The Year In Review and Looking Ahead
SCOTTSDALE, Ariz. - IndianaStop -- In the beginning of the year, it is valuable to look back at the last month, as well as the last year's economic trends. That's why Trajan Wealth's Chief Investment Officer, Udayan Mitra, CFA has written a review of the investment trends of 2022. By looking at what happened last year, we can make better predictions for what will happen this year.
Key points of the review are:
To read the entire review and to learn more about recommendations for your investments, please visit the full December 2022 Financial Market Review.
More on indianastop.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.
More on indianastop.com
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.
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Key points of the review are:
- Investors across the board experienced sizeable drawdowns in their investment portfolios
- The primary determinant was the Federal Reserve Bank's largest annual increase in over three decades
- Tightening monetary policy and higher interest rates, has brought valuation in the broad asset classes towards their long-term averages
- The bond market also looks reasonable from a valuation perspective
- We continue to believe that high global indebtedness poses a distinct refinancing challenge for lower-quality issuers.
- We advocate a more "active" portfolio management approach
- We continue to advocate a broadly diversified portfolio based on individual risk-tolerance thresholds
To read the entire review and to learn more about recommendations for your investments, please visit the full December 2022 Financial Market Review.
More on indianastop.com
- Global Equipment Services, a Kimball Electronics Company, to Participate at the SPIE Photonics West Conference
- Abusive Russian to face Pro Wrestling Legend!
- Jim Wilson, Top Notch Realtor in waterfront and beach properties in Redington, Redington Shores, and North Redington Beach, FLorida
- Multi #1 International Best-Selling Author Jennifer S. Wilkov Announces the 2023 April Speak Up Women Conference and Call For Speakers
- Cascade Asset Management Releases its 9th Annual IT Asset Disposition Benchmarking Report
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.
More on indianastop.com
- Dronedek's Lora O'Toole Elected Chapter President of National Robotics and Autonomous Technology Group
- Electives, Inc. doubles its live learning library to include more than 450 classes
- Bottled Ambrosia Launches to Provide Access to the Best European Organic Baby Formulas for US and Canadian Families
- Elevance Health's 2.750% Senior Convertible Debentures due 2042 to Accrue Contingent Interest
- American College of Education and MedCerts Create Pathway to Four-Year Degrees
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.
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Source: Trajan Wealth
0 Comments
Latest on indianastop.com
- Seasoned Risk Stalwart Brian Hughes Joins Scienaptic As An Investor And Advisor
- Tobu Railway Begins Selling Mobile Version of NIKKO PASS Via Klook
- Engine Prelubrication Systems Saves Money on both large and small engines
- Bjj News: 10 ways to get really good at Brazilian Jiu Jitsu fast
- Veterans For Trump endorsements of Joe Kent for congress, Kelli Ward for RNC and Salleigh Grubbs for GOP
- Black Female-Owned Sneaker Brand, TRONUS, Signs 13 NIL Athletes with Fraction Partnership
- TenCate Advanced Armor presents the Cratus™ Wave, a thinner Level III ballistic plate
- Somatic Embodiment Program Created by Lisa Meuser Is Now Open For Enrollment
- 360 Protective Solutions on the Importance of Executive Protection For Executives and VIPs
- Kidly Combines Tech with Timely Themes on Children's Reading Platform App
- Flaunt, the World's First Enterprise-Level Web3 Brand Loyalty Platform, Launches Out of High Alpha
- InventHelp Inventor Develops Improved Insulin Pen (IPL-617)
- Swapifly Wins Fintech Award for "Best Artificial Intelligence Classified Platform" in 2022
- Terry Hendricks Honored by DFW Real Producers as Top 1% Realtor
- Grand Opening for Uncle Bill's Pet Centers' West Indianapolis Store 01/21/2023
- First Internet Bank Continues SBA Team Growth, Adds Senior Business Development Officer
- Allison Transmission Selected by Larsen and Toubro Limited for India's New Futuristic Infantry Combat Vehicle (FICV)
- "Breaking Three Hours-Trailblazing African American Women Marathoners" Available on Prime Video
- Jeron Pro-Alert™ Area of Rescue System is First to Reach UL2525 Listing