The PennZone

SCOTTSDALE, Ariz. - PennZone -- 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:

• 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 The PennZone

• Michael Fischer, President and CEO of Client 1st Financial, Named to LVB 300
• Easwe Lightweight Electric Wheelchair Collection with Travel-Focused Mobility Solutions
• Dr. Pen Official Introduces Advanced Microneedling Technology for Precision Skincare at Home
• Bspin Launches Lightning-Fast Crypto Gaming Expansion With Sportsbook, Poker, VIP Rewards, and Bitcoin Lightning Network Integration
• From Temecula Wine Country to Canyon Lake: Parkway Construction Transforms Outdoor Spaces for Inland Homeowners

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 The PennZone

• Tim Tebow to Headline BSI CORE Annual Summit, Bringing Nearly 400 Business Leaders Together at Bethlehem's SteelStacks
• Pipeliners Tour Brings Appalachian Basin Rally to Western Pennsylvania
• Gigasoft 2026 JavaScript Chart Comparison: ProEssentials, Highcharts, SciChart, LightningChart, ECharts
• Experienced eXp Realty Agent Kerri Lawless Guides Buyers and Sellers Through Life's Next Chapters in St. Tammany Parish
• Supreme Garage Door Repair Redirects Marketing Dollars Into North Texas Communities

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.