Bear Market Guide

This comprehensive guide will help you, an investor, better understand bear markets and how you can put yourself in the best position possible during one. 

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A free investment guide

For navigating bear markets

Bear Market Guide

Written by Founder & CEO, Jeff Junior, this guide will help you gain perspective during these periods of stock market volatility known as bear markets. 

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Bottom Line?

Be Patient, and Stay focused

Keep these tips in mind: 

  • Stay calm & evaluate your goals
  • Review your risk profile
  • Be patient for opportunities
  • Talk to a professional

Trajan Wealth is here to be your ally and offer support. You don’t have to go it alone!

We share practical, individualized strategies so you can prepare yourself against the worst impacts of bear markets and recessions.

It's a bear territory.
Let the experts guide you!

OR talk to an advisor!

1 (800) 838-3079

About The Author

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.

Over commit to solving other people’s problems. regardless of title, it’s all about helping your fellow employee, client, or prospect.

Jeff Junior

About Us

As an independent registered investment advisory (RIA) firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios. In addition, we partner with independent attorneys that focus exclusively on estate planning law. 

Trajan Wealth Headquarters
Trajan Wealth, Scottsdale Headquarters

Founded in 2012, Trajan Wealth is an independent financial services company with thousands of clients that we’ve helped.

Jeff Junior, CEO and Founder, is a Marine Corp veteran. Our team shares common values like committing to solving others’ problems.

Despite our decade of experience, our full service team actually starts with you. We consider our clients to be a part of the team.

Your Path to Peace of Mind

We'll do the paperwork and guide you step by step

1st Step

Schedule your complimentary introductory meeting. We will answer any questions you have, reviewing your goals, and give you guidance.

2nd Step

In our follow-up meeting, we go through a detailed fact-finding process. This includes learning more about your specific situation so we can tailor a solution for just for you.

3rd Step

Our team will review your current retirement strategy and level of market risk. Then we present you with customized options designed to protect and grow your investments.