Looking at the early signs of movement in the investment market for the year can help you make the most of your investment portfolio for 2023. Trajan Wealth and their Chief Investment Officer Udayan Mitra, CFA, have released a review of January’s market movements to help keep you updated on the market.

Key points of the review are:

• Risk assets rebounded and posted strong returns in January
• The Federal Reserve Bank raised overnight rates by 4.25% in 2022
• US unemployment is at a historically low point at 3.4%, and wage inflation is running at about 4.4%
• Monetary policy affects the “real economy” with a lag
• The full impact of higher borrowing costs on corporate earnings still lies ahead of us
• The track record of market predictors in particular, are abysmal
• Our recommendations are for 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 January 2023 Financial Market Review.


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.