Founded in 1992, Jackson Wealth Management is an independent, fee-only investment advisor. Founder George P. Jackson has been the CEO/CIO of the firm since its inception with the goal of delivering value to his clients and his associates. 

Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC
Advisory services offered through Jackson Wealth Management, LLC. 
Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc.
Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.

755 Primera Boulevard, Suite 1001

Lake Mary, Florida 32746

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Life in a Box

Your Wealth in One Place.

March 5, 2019

George P. Jackson, Once Again is Listed as

One of the Best Wealth Advisors Across the Country

by Forbes

March 5, 2019

Dear Friends,

The 2019 Forbes Wealth Advisor Ranking is Now Online

George is once again listed by Forbes as one of the top advisors across the country. A high honor and recognition of the exceptional service we provide our clients.

Click Here to see the Forbes List

George Jackson of Jacks...

March 1, 2019

Friday, March 01, 2019

Dear Friends,

Quadruple top

Take a look at the below daily chart of the S&P 500 index. Specifically let’s look at:

  • The quadruple top pattern that has emerged (the 4 red arrows and thick red line)

    • Stocks keep bonking their head against the 2800-2813 resistance level and turning down

    • Bearish market participants see this with glee – hoping for a market retreat

      ...

February 11, 2019

Monday, February 11, 2019

Dear Friends,

Not Your Father's Stock Market

JPMorgan estimates that only roughly 10 percent of US equity trading is now by traditional, “discretionary” traders, as opposed to systematic, rules-based ones, like exchange-traded funds, advisers who make rules-based ETF investments and computer-driven hedge funds.   Source:  Financial Times, Robin Wigglesworth, June 14, 2017...

February 1, 2019

Friday, February 01, 2019

Dear Friends,

Inverted Yield Curve Definition

An inverted yield curve happens when bond yields at the short end of the bond spectrum rise above those at the long end.

Usually, the bond market focuses on the difference between the yields on U.S. Treasury two-year notes and those for 10-year notes.

Long-term Yield Spread Definition

The 2-year v 10-year yield spread is the long-te...

January 28, 2019

1/28/2019 1:02 PM

Dear Friends,

What’s going on?

Note the daily S&P 500 index chart below:

  • Good news –

    • Blue circle shows huge selling and the low in December – a capitulation low – people throwing in the towel

    • Market selling above the intermediate term trendline – the blue line or 50-day Simple moving average (SMA)

  • Caution news –

    • Green circle shows market overboug...

January 25, 2019

Thursday, January 24, 2019

Dear Friends,

“I have not seen a market this volatile in my 66-year career”

April 5, 2018, John Clifton "Jack" Bogle (May 8, 1929 – January 16, 2019) was an American investor, business magnate and philanthropist. He was the founder and chief executive of The Vanguard Group.

Powerful words from a respected giant in investing.

Allianz Life’s 2018 Market Perceptions Study found...

January 8, 2019

Dear Friends,

Federal Reserve Chairman, Jerome Powell did a 180 degree turn when he

changed from:

“We are a ‘long way’ from neutral on interest rates” October 3, 2018 –

      ·     Translation: we are going to aggressively raise rates until we reach

            “neutral" interest rates

TO:

“We will be patient as we watch to see how the economy evol...

December 24, 2018

Our office dart board – having some fun – taking out our frustrations

12/24/2018 11:55 AM

Dear Friends,

It’s all about the Fed

·     The Federal Reserve Board has Never Engineered a Soft Landing

      Beyond Full employment. Few other developed nations’ central banks

      have either.

·     Recession risks look low at this time

·     We are currently in...

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