Trending...
- Dancing Numbers Unveils Google Sheets QuickBooks Integration, Streamlining Data Import, Export, and Deletion
- Atlanta Salsa Congress - Salsa & Bachata lessons & Parties Fri June 2n - 4th 2023
- Alaco Media LLC relaunches Edition8 Magazine's book club for the months of July - December
How Rate Changes And Inflation Are Affecting The Financial Market
PHOENIX - GeorgiaChron -- Chief Investment Officer Udayan Mitra, CFA and Trajan Wealth have reviewed the financial market during February to help explain the way the Fed has been managing interest rates and how it will affect your portfolio. This brief blog post explains what happened over the past month and what you can expect to see happen based on those changes.
Key points of the review are:
To read the entire review and to learn more about recommendations for your investments, please visit the full February 2023 Financial Market Review.
More on Georgia Chron
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.
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Key points of the review are:
- In January, risk assets across most major sectors posted strong returns, and declined at a relatively modest clip in February
- The Federal Reserve Bank raised overnight rates by 25 bps, or 0.25%, at the February 1st FOMC
- The US unemployment rate is at a multi-decade low of 3.6%
- Monetary policy is likely to remain tight for the remainder of the year
- The market is now pricing a peak Fed Funds rate of 5.25%-5.50%
- Market indicators are not a reliable source of future performance
- We advocate an elevated level of diversification across asset classes
To read the entire review and to learn more about recommendations for your investments, please visit the full February 2023 Financial Market Review.
More on Georgia Chron
- Shapellx Celebrates Grand Opening of Its Inaugural Physical Store in Atlanta, GA
- FCAGa Highlights Lack of Transparency in Funeral Home Pricing in Atlanta
- Trump Bus Tour sponsored by Legacy PAC will roll into the Georgia GOP State convention June 9th and 10th Columbus Georgia
- Pettit Kohn Welcomes Esteemed Attorney John E. Drazkowski to the Arizona Team
- Actress and Showrunner Kaye Singleton Hosts Special Screening of AMC's Covenant and Free Workshop
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.
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Source: Trajan Wealth
Filed Under: Business
0 Comments
Latest on Georgia Chron
- Golden Ticket Productions Launches New Website
- Innovative Engineering Helps Building Owners Avoid Parking Structure Repair Costs
- Elevate Your Backyard With Belgard's Summer Giveaway
- JAVO BEVERAGE COMPANY'S NEWLY LAUNCHED ENERGY LEMONADES WIN NAMA'S 2023 PEOPLE'S CHOICE AWARD
- Aquia Launches Amazon Web Services (AWS) Cloud Security Assessment Offering, Pairing Automation With Deep Cloud Security Expertise
- Orbex Launches New ZERO Spread Trading Account with $1 Commission per Side
- Alpha Gold Fund Receives Recognition Of Excellence Awards
- Georgia: Gov. Kemp: Home Manufacturer ADMARES to Create Over 1,400 Jobs in Ware County
- The Ultimate Cigar Experience at The Soul Picnic in Norlina, NC
- First Consolidated Chassis Management Chassis Arrive in Savannah
- Ohio County Commission President & Founder of the Cincinnati Black Music Walk of Fame, Alicia Reece, Announces Grand Opening of New Tourism Attraction
- New York Komedians Presents an Evening of Laughs at Broadway
- V-TYPE Lever Series for Extra Tough Connectivity
- Nonprofit Bobby Dodd Institute Welcomes Four New Board Members
- Redefining Professional Spaces: The Rise of Dual-Purpose Backyard Office Sheds in America
- Paradise Garden to Host 6th Annual Outsider Art Trail Tour
- Ohio River South taps Chuck Meadows as Chief Strategy Officer
- Grand Opening of West Chatham YMCA Celebrates Transformation into Modern Wellness Center
- Bethesda Academy Class of 2023 to Celebrate Graduation with Scholarship Gala and Commencement
- Registration is Now Open for the 2023 CGI Integrated Care Conference