Trajan Wealth

2020 AND BEYOND

Trajan wealth's look at bear markets and recovery

What's next for the market?

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2020 has been one for the history books with COVID-19 fueling our current worldwide and domestic economic conditions resulting in a brief bear market. Although 2020 is undeniably different, it still resembles other historical periods in which a bear market has occurred. And while we cannot predict the future, we can look at the past for patterns that indicate what’s next. 

In this paper, we present historical commentary from the past and encourage investors to look ahead to 2021 or beyond, when the bear market subsides, and a bull market returns. Preparing for the future can be overwhelming, now more than ever. Figuring out where to start and which options are best for your personal situation is challenging.

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Presented by Jeff Junior

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.

He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now CEO and owner of Trajan Wealth.

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*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.