Trending...
- The Tide Project Opens at Biennale Architettura 2025 in Venice Amplifying Youth Voices
- ImagineX, in Collaboration with Qualys, Launches New mROC Services to Transform Enterprise Cyber Risk Management
- SAVVY MINING raised $500 million and launched BTC.XRP.DOGE cloud mining, increasing investors' returns by 30%
Equity Markets in 2022 - The Year In Review and Looking Ahead
SCOTTSDALE, Ariz. - OhioPen -- In the beginning of the year, it is valuable to look back at the last month, as well as the last year's economic trends. That's why Trajan Wealth's Chief Investment Officer, Udayan Mitra, CFA has written a review of the investment trends of 2022. By looking at what happened last year, we can make better predictions for what will happen this year.
Key points of the review are:
To read the entire review and to learn more about recommendations for your investments, please visit the full December 2022 Financial Market Review.
More on Ohio Pen
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.
More on Ohio Pen
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:
- Investors across the board experienced sizeable drawdowns in their investment portfolios
- The primary determinant was the Federal Reserve Bank's largest annual increase in over three decades
- Tightening monetary policy and higher interest rates, has brought valuation in the broad asset classes towards their long-term averages
- The bond market also looks reasonable from a valuation perspective
- We continue to believe that high global indebtedness poses a distinct refinancing challenge for lower-quality issuers.
- We advocate a more "active" portfolio management approach
- We continue to advocate a broadly diversified portfolio based on individual risk-tolerance thresholds
To read the entire review and to learn more about recommendations for your investments, please visit the full December 2022 Financial Market Review.
More on Ohio Pen
- Mother's Day Wake-Up Call for Maternal Health: New Initiative Demands Better Postpartum Support
- Southbox Entertainment, FinTech Pioneer & Entrepreneur Jon Gosier Join Psychological Thriller The Dutchman as Financing Partner
- Williams Toyota Lift Earns Toyota Material Handling's Highest Honor: The President's Award
- SlotCycle Joins Association of Gaming Equipment Manufacturers (AGEM) to Advance Sustainable Gaming Solutions
- 150+ Year Old Family Business, Requarth Co. of Dayton, OH, Acquired by Schockman Lumber of OH
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.
More on Ohio Pen
- RWA Infra Development L.L.C. announces the $RWAID token. "$RWAID tokenizing infrastructure for the masses."
- Mental Health Awareness Month—Tennessee Enacts Psychotropic Testing Law
- Be Prepared for the Qualitative and Quantitative Effects of Tariffs: How Businesses Can Navigate Potential Disruption in Finances and Production
- True Indicating Receives FDA Approval for CSPN-15 Type 5 Steam Integrator
- Bold Beauty Project UCLA Edition Photography Exhibition on May 18
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 Ohio Pen
- Robert Fabbio Inducted into the Austin Technology Council Hall of Fame
- KRATON ANNOUNCES DECISION TO EXIT DOVER SITE TO FOCUS ON CORE BUSINESS GROWTH
- Goodyear Completes Sale of Dunlop Brand
- Cybersecurity is Protecting Your Personal Information and Your Portfolio
- L2 Aviation Celebrates Grand Opening of New Facility at Cincinnati/Northern Kentucky International Airport (CVG)
- Managing Summer Staffing Surges with Confidence: Why Name Badges Are a Must for Seasonal Success
- Visa Named Title Sponsor of Ascending Athletes' Business Owners Summits for NFL Entrepreneurs
- The Paris Court of International Arbitration Elects Dr. John J. Maalouf as its New President
- Whistleblower Seeks SEC and Shareholder Review of Cogent Communications' 2003 Acquisition of FNSI
- Sanders® Celebrates 150 Years with an Immersive NYC Experience, Food Truck Tour, and Exciting New White Chocolate Caramel Creations
- $56.7 Million Announced in Q1 2025 with Revenue Growth and Progress Toward NASDAQ Uplisting for AI Marketing Company: IQSTEL, Inc. Stock Symbol: IQSTD
- SAVVY MINING raised $500 million and launched BTC.XRP.DOGE cloud mining, increasing investors' returns by 30%
- New National Nonprofit Launches to Capture Firsthand Accounts of Adoption Stories
- The Tide Project Opens at Biennale Architettura 2025 in Venice Amplifying Youth Voices
- Wall Street analysts say BTC.XRP.DOGE cloud mining company SIX MINING is expected to achieve a 5-fold increase, allowing users to easily mine BTC
- Gen X Takes The Reins: New Book Guides Caregivers Juggling Parents, Kids, And Grandkids With Humor And Heart
- Fray Fitness Launches Memorial Day Sale and Veteran Organization Giveaway
- ABM for Good™ Launches First Project with Build Change
- ProfiSignal 20 Update Provides Significant Features
- ImagineX, in Collaboration with Qualys, Launches New mROC Services to Transform Enterprise Cyber Risk Management