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Growing Wealth In The US Financial Markets Following Turmoil
SCOTTSDALE, Ariz. - WisconsinEagle -- Trajan Wealth has released a market review for October of 2022 written by Chief Investment Officer Udayan Mitra, CFA. The review looks at all the tech sector and compares it to the broad market, compares global indebtedness among several financial world powers, and provides information to help you make smart decisions on your investments and financial future.
Key points of the review are:
To read the entire review and to learn more about recommendations for your investments, please visit the full October 2022 Financial Market Review.
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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.
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Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Media Contact:
Tami Hampshire
Trajan Wealth
pr@trajanwealth.com
Key points of the review are:
- October turned out to be an excellent month for the US equity markets
- The market capitalization of the NASDAQ reached over 3.4x the S&P 500 by the end of 2021 and is currently at 3.0x post the bear market sell-off YTD in 2022
- The technology sector is inherently riskier than less "innovation-dependent" businesses such as the Consumer Staples, Mining, Banking, Insurance, Retail, Energy, and Industrial sectors
- History suggests that a diversified portfolio of high-technology stocks can outperform the overall market by eventually earning their higher risk premiums
- The US Dollar, being the legal tender of the world's largest, highly diversified, and most business-friendly economy, has been seen as the "safe haven" during times of economic and geopolitical turmoil
- It seems reasonable to believe that the US markets will experience large capital inflows from international investors
- We continue to advise investors to consider their long-term financial objectives and realistic risk tolerance thresholds when determining their asset allocation
To read the entire review and to learn more about recommendations for your investments, please visit the full October 2022 Financial Market Review.
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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.
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Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Media Contact:
Tami Hampshire
Trajan Wealth
pr@trajanwealth.com
Source: Trajan Wealth
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