Trending...
- 2023 National Farmworker Awareness Week
- Boys & Girls Club recognizes Karen Pulte with Giving is Living Award
- Veterans For Trump aka VFAF: Trump Bus rolls into Georgia Ron DeSantis event overshadowing Tiny Desantis box truck at Veterans for Trump mini-rally
How Rate Changes And Inflation Are Affecting The Financial Market
PHOENIX - Floridant -- 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 The Floridant
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 The Floridant
- ACHECF Student Associates - The Future Leaders of Healthcare
- ACHECF Take On Congress on Healthcare Leadership
- Mounts Botanical Garden to Host Popular Spring Plant Festival & Sale, April 29-30
- Health Cola Company Inc. Launches Namesake Naturally Refreshing Soft Drink
- City of Jacksonville & Icemen Announce Details of Guns n' Hoses Charity Game
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
0 Comments
Latest on The Floridant
- Florida: Flags at Half-Staff in Honor of the Victims of the Tragedy in Nashville, Tennessee
- American University of Antigua announces its participation in the Consortium of Universities for Global Health 2023 Annual Conference
- Geostrategy.rs: The End of Free Media Era
- Michael Linton Joins RE/MAX Platinum Realty
- Matthew Brickman Interviews Marc Lesser, Author of Seven Practices of a Mindful Leader Lessons from Google and a Zen Monastery Kitchen
- Introducing inSIGHT Mobile Machine Displays
- Golf Ventures, Inc. Introduces New Director of Sales
- Local Real Estate Broker Offers Homeowners Cash Offer at Full Market Value with No Inspection Needed
- MaGO PR to Lead Specialized Public Relations Campaigns for the Presidio Trust
- Broward Notary Public, Complete Mobile Notary Service
- Titan Pressure Washing Of Stuart Florida Now Offers a Total Home Care Package
- Shima Capital's Founder Yida Gao Teaches Crypto Finance Course at MIT
- AriS Luxury Shoe by P A R I S I Now Available
- Max Amini Announces Powerful Interview with Reza Pahlavi, Former Crown Prince of Iran; to Premiere April 1st
- Veterans For Trump aka VFAF: Trump Bus rolls into Georgia Ron DeSantis event overshadowing Tiny Desantis box truck at Veterans for Trump mini-rally
- Palos Verdes Real Estate Agent Promotes Homes To MORE Opportune Buyers For Significantly MORE Money
- Crystal Clean Green Cleaning recognized by the American Heart Association for commitment to wellness
- Snowbird Technologies Joins the Global Special Operations Forces Foundation
- Sponsorships available for NAMI Collier County's 'Hope Shines' mental health awareness walk
- Access Control Systems Expands and Rebrands as Guardian Access Solutions as Part of Increased Service Offerings