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Trajan Wealth June 2024 Market Review

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Market Review June 2024 1200x628 Px Approved Vk 24
"The most contrarian thing of all is not to oppose the crowd but to think for yourself." - Peter Thiel.

PHOENIX - eTradeWire -- Trajan Wealth's chief investment officer, Udayan Mitra, CFA, analyzes June's financial market and provides recommendations. His insights are below; you can read the full review here.

June 2024 Market Review Implications and Recommendations
  • While following market trends is often justified, Trajan Wealth advises caution against overconcentration in a narrow set of technology stocks.
    We recommend clients consider increasing their allocation to fixed-income assets and exploring investments in private equity, real estate, and infrastructure through limited private partnerships to mitigate unforeseen volatility and achieve uncorrelated returns.

  • For portfolio review and assistance, contact our Portfolio Management Group at 1 (800) 799-3320.
Read the full June Market Review here.

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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.

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. The firm has locations across Arizona, Colorado, Florida, Georgia, Texas, Utah, and Illinois.

For more information or to schedule a complimentary consultation, visit https://trajanwealth.com or call 1-800-838-3079.

Disclaimer:
*Advisory services offered through TrajanĀ® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through TrajanĀ® Estate, L.L.C. in Arizona and Utah, and independent law firms in other states. Private equity may require accreditation.

Contact
Trajan Wealth
***@trajanwealth.com


Source: Trajan Wealth
Filed Under: Investment, Financial

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