Trending...
- Springfield: Motorcyclist killed in crash
- Evergy Announces Upsize and Pricing of Offering of Convertible Notes Due 2027
- City of Columbia Water & Light lead and copper testing results
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 - Missouriar -- 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 Missouriar
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 Missouriar
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 Missouriar
- On behalf of the At Your Service Plumbing Club Members, we have donated to The Salvation Army and Families Network Unlimited this Holiday Season
- Springfield: Buc-ee's ribbon cutting and grand opening Monday
- Springfield: Buc-ee's ribbon cutting and grand opening Monday
- St. Louis: SLATE Missouri Job Center Hosts Final Installment of Holly Jolly Hiring Fair Series on December 8, 2023
- Operation Bullpen Stan Fitzgerald hits back on political persecution with "The Fall of Deceit" now available for purchase
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 Missouriar
- Springfield: SPD graduates 17 officers from 77th Police Academy
- Habitat EJC Assembles National Team for Permanently Affordable Community
- Scott Cooper Miami Project Announces New Scholarship Winner: Aban Khan
- Springfield: Eastbound passing lane of Battlefield Rd to close for one week at Lone Pine Avenue beginning Dec. 12
- Incandescent Entertainment Announces New Film, "Portal in the Pines," starring Jamie Kennedy to Begin Filming This Month in Lousiana
Disclaimer:
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Source: Trajan Wealth
0 Comments
Latest on Missouriar
- Unlocking the Magic of Miami Beach
- Introducing Scuba Diving Industry Magazine
- Save a Life: naloxone education and distribution event to be held at Columbia/Boone County Public Health and Human Services, 1005 W. Worley St.
- The Five Pillars of Success Pillar One Strengths Outlined by Rosann Santos CPC
- Pitch Black Appoints New Chief People Officer
- Passco surpasses $4 Billion AUM, $250M in the Midwest, with the acquisition of Cortona at Forest Park in St. Louis, MO
- Springfield: Restore SGF seeks permanent executive director
- Emmy Award Winning Journalist Joins Prominent Haddonfield Real Estate Agency
- Founder Brings Inaugural Event To Braselton Georgia At Legendary Resort and Winery
- HBCUs Among Groups Heading to The Bahamas for Track & Field Competition in March 2024
- Evergy Announces Upsize and Pricing of Offering of Convertible Notes Due 2027
- Noble World Foundation Proposes UN Security Council Reform to Foster Global Peace
- Kansas: KCI Solar Project Open House
- City of Columbia accepting applications for boards and commissions
- St. Louis: Yard Waste Collection Discontinued During Winter Months 2023
- India Fest 2024 on Jan 27, 2024 at KY Expo Center
- City of Columbia Water & Light lead and copper testing results
- Genuine Hospitality, LLC Adds the Hampton Inn - Columbia, MO to Growing Portfolio
- REA 'Peace of Mind on the Move' Study achieves Highly Commended recognition in the category Excellence in Coaching by ABP November 2023
- Revolutionizing FEC Chain Stores with Our Cutting-Edge Ordering& Warehousing System