Trajan Wealth

"The big money is not in the buying or the selling, but in the waiting" – Charlie Munger

"We appreciate the temporary reprieve provided by the injunction and hope Congress can take a cue from the courts in the coming weeks to provide a more permanent resolution to this problematic policy," - Zippy Duvall Trajan Wealth's recent update covered.

Trajan Wealth's November 2024 Market Review, by Chief Investment Officer Udayan Mitra, CFA. His insights are below; read the full review here. November 2024 Market Review The US Presidential elections resulted in the GOP winning Congress.

Trajan Wealth shares its October 2024 Market Review, authored by Chief Investment Officer Udayan Mitra, CFA. Read the full review here. October 2024 Market Review Following the 2024 US General Election, US equities are up, while bonds are declining.

"The global financial crisis - missed by most analysts - shows that most forecasters are poor at pricing in economic/financial risks, let alone geopolitical ones."- Nouriel Roubini

Matthew Perry played Chandler Bing on the wildly successful sitcom Friends. Off-screen, Perry's life has been a testament to smart financial planning and strategic estate management.

"At all times, in all markets, in all parts of the world, the tiniest change in rates changes the value of every financial asset." - Warren Buffet

Pet trusts ensure your furry friends' ongoing care and welfare.

"The most contrarian thing of all is not to oppose the crowd, but to think for yourself." - Peter Thiel.

As the election nears, how should investors be rooting? Republicans are usually seen as more "business-friendly" than Democrats, but has that translated to stock market outperformance?