May 2023 Financial Market Review

"Whoever controls the volume of money in any country is absolute master of all
industry and commerce." – James A. Garfield, 20th President of the United States
Tightening Credit & The Markets
Tightening Credit & The Markets
PHOENIX - June 16, 2023 - PRLog -- In order to stay on top of the financial market, you need to make sure to keep up to date on all the news. That's why Trajan Wealth and their chief investment officer Udayan Mitra, CFA release a monthly post recapping the most important news. The May Financial Market Recap is located on the Trajan blog, and helps keep you up to speed on your investment opportunities.

Key points of the review are:
  • Both stocks and bonds have been posting strong returns since the start of 2023
  • We are currently seeing interest rate tightening cycle implemented by the Federal Reserve Bank
  • Longer-term interest rates fell in anticipation of an eventual slowdown in economic growth
  • Lower quality companies are at risk of not being able to refinance their existing debt on commercially viable terms
  • We feel it is prudent to expect a significant economic slowdown
  • We continue to 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 May 2023 Financial Market Review.

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 or call 1-800-838-3079.


Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor

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