Trajan Wealth September 2024 Market Review

SCOTTSDALE, Ariz. - Oct. 23, 2024 - PRLog -- September 2024 Market Review highlights key trends in U.S. and global markets. Read the full review here.

September 2024 Market Review
Conflicts in the Middle East and Ukraine and potential attacks on energy infrastructure pose risks to global economic growth and employment. Despite these uncertainties, financial markets remain resilient, supported by the Federal Reserve's accommodative policy, including a 0.5% rate cut.

While the outcomes of such geopolitical risks are unpredictable, investors should focus on long-term financial goals and risk tolerance, basing asset allocations on their individual long-term financial goals and risk tolerance levels while maintaining adequate liquidity (both through portfolio asset allocation and personal spending/saving levels) to sustain through extreme scenarios.

For investors still equity-heavy in their asset allocations due to the unusually low interest rate environment over the past decade, it may be appropriate to migrate a portion of their allocation to more senior sections of a company's or real estate property's capital structure, including both unsecured and secured debt.

Private Credit
Private Credit is a nomenclature covering many types of debt instruments. The largest category of the asset class is senior, secured loans made by non-bank institutions to private companies owned by corporate private equity funds. The loans are made to "middle market" companies (companies with operating cash flows below $100 million). These loans may offer equity-like returns with reduced risk.

Recommendations
We're building a model Private Credit portfolio to enable our clients and prospects to build allocations to an attractive sector in the Fixed Income asset class. The key caveat is this sector has limited liquidity (the loans are private); thus, sizing the allocation appropriately in a well-diversified portfolio will be critical. We expect to roll out this product in Q1 of 2025.

Schedule a complimentary consultation at https://trajanwealth.com or 1-800-838-3079.

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 leads Trajan Wealth 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 with locations across Arizona, Colorado, Florida, Georgia, Texas, Utah, and Illinois.

Disclaimer:
*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. Private equity may require accreditation.