Trajan Wealth has released their August Financial Market Review to help you keep track of your investments and help you plan for your future. Trajan Wealth's CIO Udayan Mitra, CFA has taken a look at the financial markets over the last month and gives a breakdown of the insights that affect you and your portfolio.

Key points of the review are:

Stocks and bonds posting negative returns for August
Year to date returns across major equity indexes are performing from 9.2% to 34.9%, outperforming historical annual averages
It has become clear that the Chinese economy is in the front end of a serious real estate crisis
Turmoil in China has led the International Monetary fund (“IMF”) to paint a tepid forecast for global GDP growth for the next five years
The IMF also projects global inflation stabilizing over the next five years to levels in line with the world’s long-term average of about 3.5%

Read the entire August 2023 Financial Market Review to get a more in-depth look at what you can do to stay ahead of the market with your own investments. You can also read about more topics at the Trajan Wealth blog and stay on top of your financial future.


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.