Trending...
- Diane Gray-Smith Joins STS Capital Partners
- New York Young Republican Club Endorses Allen Mashburn For Lieutenant Governor Of North Carolina
- Wohler makes the Evertz Quartz Protocol available for their iAM-SUM audio monitors & iVAM-SUM AV monitors
The S&P 500 took a step back in the third quarter, declining 3.2%. That still left the benchmark up 13.0% year-to-date and 21.6% over the past year.
PHOENIX - WisconsinEagle -- If you're trying to stay on top of everything that has happened in the financial market throughout the year, now is the perfect time to see the September 2023 Financial Market Review by Matt Coffina, CFA and Trajan Wealth. Trajan Wealth is dedicated to helping you make the most of your wealth by providing regular updates on their blog to keep you informed.
Key points of the review are:
You can read more from the September 2023 Financial Market Review to stay on top of the news in the financial and investment world. You can also read about more topics at the Trajan Wealth blog and stay on top of your financial future.
More on Wisconsin Eagle
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 Wisconsin Eagle
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Key points of the review are:
- The CPI inflation rate of 3.7% is down meaningfully from a peak of more than 9% in mid-2022
- The unemployment rate of 3.8% is up modestly since the beginning of 2023 but remains close to a multi-decade low
- Higher interest rates flow through the economy with a lag, so we may see more results in the coming months.
- Stock market returns over the past year have been powered by the technology and communication services sectors
- It's important to remember that asset allocation decisions should be based on your long-term financial goals and risk tolerance
You can read more from the September 2023 Financial Market Review to stay on top of the news in the financial and investment world. You can also read about more topics at the Trajan Wealth blog and stay on top of your financial future.
More on Wisconsin Eagle
- Lawmato relaunches its virtual consultation app with enhanced features
- MiBOXER Is Exhibiting At Hong Kong International Autumn Lighting Fair
- Beck Properties Group, eXp Realty Expands Service in Southeast Indiana
- Stonely Unleashes Innovative Platform for Homeowners: Design and Order Kitchen Countertops Online with Ease!
- Ace Hardware Brings Back Fan-Favorite "Holi-DIY" Instrumental Tribute to Customers This Holiday Season
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 Wisconsin Eagle
- One Million Pages Read in the First Year !!
- Kingston NY-Based Ryan & Ryan Kicks Off its 65th Anniversary Dec. 6 by Underwriting a Chamber of Commerce Mixer Saluting RUPCO
- Tobu Railway's Hosts "Tokyo Downtown Tour: Bamboo Lighting."
- "Street Fighter™ 6" Panel Announced for December 2nd at Los Angeles Comic Con; The Music of Street Fighter 6: A Special Look at the Video Game
- Blue Harbor Resort Unveils Lake Life Sheboygan Holiday Gift Guide
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Source: Trajan Wealth
0 Comments
Latest on Wisconsin Eagle
- Wohler makes the Evertz Quartz Protocol available for their iAM-SUM audio monitors & iVAM-SUM AV monitors
- Genuine Hospitality, LLC Adds Two, Southwest Florida Hotels, to Growing Portfolio
- The CPSE Shenzhen 2023 was inaugurated on October
- Bill Edwards Foundation for the Arts and Ericka Dunlap Collaborate with Local Nonprofits to Celebrate Diversity at Mahaffey
- New York Young Republican Club Endorses Allen Mashburn For Lieutenant Governor Of North Carolina
- Diane Gray-Smith Joins STS Capital Partners
- PMUniversity Now Offers Emerging Tech Training As An Authorized Training Partner With Certnexus
- Woburn Dentistry Provides Comprehensive Perio Procedures From One Convenient Location
- Revolutionize Tracking with the iLocate Mini Tracker from Endoacustica Europe!
- Enhancing Residential Living with Air-Driven Home Elevators in Quebec
- Experience the Magic of the Holidays with Fun Corporate Magic's Virtual and In-Person Shows
- New Crime Novel Explores the Impact on Forgotten Victims
- Zeus Investments Korea look at how AI is changing the investment landscape
- Art Exhibition - Mandolene: Hard Edge for a New Generation
- Door County Candle's 12 Days of Giving: Shop and Make an Impact
- Approyo Add's to Advisory Board
- Hydrite Announces New ERP System to Improve Manufacturing Processes and Better Serve Customers
- Study Finds Lotus Vaping Technologies' Flavored E-Liquids Reduce Smokers' Cigarettes Per Day at Significantly Higher Rate Than Tobacco Flavor
- Johnson Controls Awarded DOE Grant to Accelerate U.S. Heat Pump Manufacturing
- Vine Strategy review OpenAI: A Leader in the AI Market