September 2023 Financial Market Review
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.
By: Trajan Wealth
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.
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-
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.
*Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
Page Updated Last on: Oct 30, 2023