February 2024 Financial Market Review

Market Review Feb 2024png
PHOENIX - Arizonar -- Trajan Wealth's chief investment officer, Udayan Mitra, CFA, analyzes February's "Goldilocks" financial market. Mitra has 20+ years in investment management, a B.S. in Economics from the London School of Economics, and an MBA in Finance from Rice University. The full February Market Review can be found here.

February 2024 Market Highlights:

  • We're cautious about the performance of risk assets. We advocate for an elevated level of diversification across asset classes and develop specific asset allocation perimeters that cater to individual risk-tolerance thresholds. If it's been over 24-36 months since you've had one, schedule a portfolio review.
Read the full article.

About Trajan Wealth

Trajan Wealth, LLC, was founded in 2012 by CEO Jeff Junior. Before his 20+ years in the financial services profession, Jeff served in the United States Marine Corps. He continues to serve his clients and employees with the utmost service, respect, and attention to detail. The firm has multiple locations in Arizona, Colorado, Florida, Georgia, Texas, and Utah.

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By using low-cost, diversified portfolios under its fiduciary standard and working closely with its investment advisors and estate attorneys within one office, the company provides long-term support for client's retirement needs and estate plans, including wealth accumulation and tax planning strategies.

For more information, visit https://trajanwealth.com or call 1-800-838-3079.

* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through ​Trajan® Estate, L.L.C. ​in Arizona and Utah, and independent law firms in other states.

Tami Hampshire
Trajan Wealth

Source: Trajan Wealth

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