Trending...
- Texas Advocacy Project Aids 10k+ Abuse Victims Annually; Offers Subject Matter Experts for Domestic Violence Awareness Month
- Actionstep Acquires North American Legal Accounting Platform Soluno
- Juneau: September 27 Police Chief candidate town hall meeting cancelled
Equity Markets in 2022 - The Year In Review and Looking Ahead
SCOTTSDALE, Ariz. - AkGlobe -- 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 AkGlobe News
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 AkGlobe News
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 AkGlobe News
- Juneau: Main Street Scheduled for Daytime Closure October 2 – October 6
- Global Luxury Value Exchange, Idoneus, Transitions to 100% IDON Transactions
- USA Green Card Celebrates the State Department's Historic Inclusion of the UK in the DV-2025 Green Card Lottery
- Juneau: Try out speed skating at Treadwell Arena starting October 8
- Juneau: Jensen-Olson Arboretum moves to winter hours October 2
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 AkGlobe News
- Juneau: Zach Gordon Youth Center closed October 9 – November 8
- Do Grandparents Make Good Parents?
- Cleveland Broadband Selects Axiros' AXESS 5 ACS Software for Advanced Gigabit Internet Service
- Juneau: Join Steelhead Park public meeting for outdoor barbeque and games on October 7
- Green Office Partner Ranks on the Inc. 5000 Annual List of the Fastest Growing Companies in America
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 AkGlobe News
- August 2023 Financial Market Review
- Lane Music Partners with Nashville International Chopin Piano Competition
- New Study Finds Wide Disparities in Bicycle Safety Across U.S. Cities
- Wellsboro, Pennsylvania Named Ninth Best Fall Town in the U.S. for Foliage
- Actionstep Acquires North American Legal Accounting Platform Soluno
- RelyMD Bolsters its Telehealth Platform with Mental Health Services via CuraLinc Partnership
- Live Good Inc. Celebrates Diversity and Unity: A Beacon of Progress in the Spirit of Crissy Field, Angel Island and the Buffalo Soldiers
- AMERICAST Provides PreCast Pads to Charge Stations
- Juneau: Paving work on Tongass Boulevard scheduled for September 25
- Juneau: CBJ property tax payments due September 30
- Juneau: Community Leaders Share Support for Proposed New City Hall
- Sheila Stubbs Taylor of Detroit music royalty is "Chasing" on new single
- Sidow Sobrino Announces 12th Album, "Seminal"
- Heartland Soccer Association and VidSport Launch Groundbreaking Live Streaming Service at Garmin Olathe Soccer Complex
- Join Olympians Scott Hamilton, Keegan Messing, and Polina Edmunds at Sk8 to Elimin8 Cancer events in Juneau from September 29 – October 1
- Maryland Sedation Dentistry and Surgical Center Opens in Frederick Maryland
- LokiBots is one of the 35 early-stage Generative AI startups selected for AWS ML Elevate program 2023 cohort
- Mil-Spec Safety & Security Launches New Website
- Trinity Prairie Real Estate Lists Mesmerizing 16.78-Acre Estate in Colleyville, Texas
- Rhody Rug Revolutionizes Online Shopping Experience with the Launch of their New Direct-to-Consumer Website