Trending...
- Inkdnylon Custom Apparel Launches Cost-Saving System for Promotional Products and Custom Apparel in Chicago
- Larry R. Wasion Highlights Jump Gate I: Time Chair. The Opening Novel in His Expansive Science Fiction Series
- Evolve Construction Mobilizes Commercial Storm Response Across Illinois With AI-Powered Damage Documentation and Public Adjusters Partnership
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 - ncarol.com -- 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 ncarol.com
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 ncarol.com
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 ncarol.com
- Award-Winning REALTOR® Paige Coker Joins Corcoran DeRonja Real Estate
- Over 98% of crypto owners globally don't declare taxes, new report find
- TicTac Group acquires French EdTech company Distrisoft
- Mark Dobosz Makes Donorassess.org Free To Every Nonprofit On The Planet
- Genpak Announces Closure of Utah Manufacturing Facility
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 ncarol.com
- Newborn Care Network Introduces Clinical Standard to Bridge the Six-Week Postpartum Gap
- The AAA Metamorphosis: How Global Gaming Is Redefining Production Standards
- Monexplora Explains the Options Mechanics Behind March's Tech Selloff and VIX Surge
- Larry R. Wasion Highlights Jump Gate I: Time Chair. The Opening Novel in His Expansive Science Fiction Series
- K4Connect Launches Team Hub 5.0 — The Intelligent Execution Layer for Senior Living
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Source: Trajan Wealth
Filed Under: Financial
0 Comments
Latest on ncarol.com
- K4Connect launches K4IQ™, an intelligence layer on FusionOS turning data into actionable insights
- Atelier 4 Appoints Museum Logistics Expert Heather Haldeman as Senior Client Advisor
- AI Disruption Meets Marine Scale: Off The Hook YS, Inc. (N Y S E American: OTH) Targets Breakout Growth with NextBoat Launch and Aggressive Expansion
- Targeting the Billion-Dollar U.S. Countermeasure Market With AI-Driven Biodefense Platform: Lunai Bioworks (N A S D A Q: LNAI)
- New Global Standard for Transparency Across Critical Resources and Energy Markets: SMX (Security Matters) PLC (N A S D A Q: SMX)
- Forced Psychiatric Hospitalization Fails Vulnerable People: CCHR Urges Repeal Amid Rising U.S. Policies
- Surging Into High-Performance AI With $AMD Partnership, Patent Expansion, and Strengthened Balance Sheet: Avalon GloboCare Corp. (N A S D A Q: ALBT)
- Kiko Nation Launches Mobile App to Modernize Livestock Management and Digital Animal Registry
- NEW MANAGEMENT BOOK: Creating a Joy-Centric Culture
- Alternative Singer Songwriter Big Bus Dream, Proudly Releases, Passionate Decay March 25th
- QuickTrack by Datalex Transforms Retail Promoter Management with Claude AI and Real-Time Insights
- Kaltra Introduces Seasonal Discounts on Replacement Coils for Carrier, York, and Trane Chillers
- Evolve Construction Mobilizes Commercial Storm Response Across Illinois With AI-Powered Damage Documentation and Public Adjusters Partnership
- Kindred Management Group Announces Opening
- The World's First Fully Regenerative Economy: Securing Energy, Food, and a Clean Planet
- Cash Every Denomination Announces Hustlers Haven 2.0 (Legacy Edition) — Exclusively on Even April 24
- The State of Law Firm Marketing: Top Companies, Awards, and Resources
- USA Best Book Awards Finalist What Love Leaves Behind Releases March 24
- Inkdnylon Custom Apparel Launches Cost-Saving System for Promotional Products and Custom Apparel in Chicago
- ENTOUCH Named Finalist for 2026 North American Inspiring Workplaces Awards

