Locations in Arizona, Utah, and Oklahoma
1 (800) 838-3079
DON'T LOSE YOUR COOL
Four StEPS for WHEN THE MARKETS CRASH
Pandemics, natural disasters, terrorist attacks, war, and geopolitical standoffs with nations like Iran, are all part of today’s world and they can affect markets in unpredictable ways. Here’s what you can do to protect your portfolio.
STAY CALM AND EVALUATE
Don't panic. Focus on your long-term goals before making hasty decisions.
REVIEW YOUR RISK PROFILE
When disaster strikes, markets will usually react. If you can't handle the dips, you might need to adjust your risk profile.
BE PATIENT FOR OPPORTUNITIES
Dips and corrections can offer opportunities. That's when smart investors go hunting.
TALK TO A PROFESSIONAL
Don't go it alone. One of the greatest services we provide is an objective opinion.
History shows that the U.S. stock market is quite resilient, often brushing off negative events after a short-term pullback. However, that’s not always the way it goes. In some cases, when the U.S. economy was already weak or other factors existed, these short-term reactions escalated into a more serious correction. The 9/11 attacks in 2001 and the Lehman Brothers collapse in 2008 are recent examples of crises that occurred around recessions.
These complicating factors make every crisis different and one of the many reasons why we are constantly monitoring the economy and assessing events that could impact our clients’ portfolios.
Even during sustained market pullbacks, patience and focus are key. Panicked decisions can have drastic consequences for your long-term financial well-being.
We can't predict the future,
but we can prepare for it.
If you're struggling to stay calm, its time to talk to a professional.
Give our office a call and let us show you what we can do to help you.
- 1-800-838-3079
You don't have to go it alone
The calm second opinion of a pro can be the antidote to the chaos and anxiety that come with market volatility. We can help you steer clear of hasty choices so you can stay focused on your long-term goals.
Trajan Wealth is here to offer support and be your ally during recessions. We share practical individualized strategies with our clients so they can prepare themselves against the worst impacts of recessions—both when it comes to investments and their lifestyles.
Clients First
Clients First
We review your risk tolerance level, along with learning about your goals and the timeline for your objectives. By working together, we will develop a retirement plan that reflects your values.
Transparency
Transparency
We have a straight-forward flat fee pricing for money management. The more you make, the more we make. Since our interests are aligned, it alleviates any need to sell you costly investments.
Commitment
Commitment
We are committed to helping you reap the full benefits of your investments, as well as taking the necessary precautions to protect your assets. It’s our fiduciary duty.
As SEEN AND HEARD ON
We are Dave Ramsey Vetted
Dave Ramsey is one of America’s most trusted voice on money and business matters. He is a personal money-management expert, radio personality, and author of numerous books. We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Trajan Wealth. By having the heart of a teacher, and not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.
Contact Us
Over 50? Preparing for retirement?
Book a one on one session to review your individual situation and investment plan.
Call for a complimentary consultation
- 1-800-838-3079
“Our goal is to become the most client-centric, forward-thinking, and ethical independent wealth management company in the world”
Jeff Junior
CEO and Owner
