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December 11, 2018

Investing in company stock is a popular option that many people, especially those who work for large companies, like to add to their portfolios. When properly planning for retirement it’s important to thoroughly explore all options that can help you save as much as you can. Here’s what you need to consider before you start investing in your workplace:

How You Will Obtain the Stock
If part of your c...

December 7, 2018


12/7/2018 10:15 AM

Dear Friends,

Trading Range

Note the chart below – the 1 year daily chart of the S&P 500 index of large US stocks:

  • The Trading range is shown within the blue box

  • The top of the range (resistance) is approx. 2790-2815

  • The bottom of the range (support) is approx. 2603-2631

  • This is a wide trading range – approx... 8% from top to bottom

  • There is no long-term tre...

December 5, 2018

When leaving a job there are so many important considerations that thinking about what’s happening to your retirement fund is probably pretty low on the list. However, it’s imperative that you sit down and consider your options for what to do with your 401k. There are four options available to you: Cashing out your fund, leaving your plan where it is, moving to your new employer’s plan, or rolling...

November 28, 2018

11/28/2018 12:56 PM

Dear Friends,

Interest Rates – are the most important thing for the economy and stocks.

The Federal Reserve Board, with control of interest rates – wields HUGE POWER.

“Don’t Fight the Fed” has been a long-term Wall Street saying, for a very valid reason.

Federal Reserve Chairman Jerome Powell

“Interest rates are still accommodative, but we're gradually moving to a place where they wi...

November 28, 2018

Dow Jones Industrial Average 1900 - 2012

November 21, 2018 10:48 AM

Dear Friends,

As of this time, here are the numbers:

Fortunately, we hold a very small percentage in foreign stocks in our model portfolios. Why? Simple -- because they have not been trending well..

Historically, as you can see from the 1st table above – a 10%+ correction in U.S. large capitalized companies happens on average once...

November 20, 2018

Since it’s impossible to know exactly how many years you will need to support yourself, planning for retirement is quite a daunting and varied task as it’s difficult to plan exactly how much you’ll need. Setting out a general idea of what expenses you will likely have can help you set realistic goals to help you achieve a comfortable retirement. Here are some considerations to take when trying to...

November 14, 2018

Wednesday, November 14, 2018

Dear Friends,

Pre-Election Year 2019

Historically the pre-election year (2019 coming up) has been the best of the 4 year presidential term for the stock market.

Every year since 1939 the stock market has been up in the pre-election year.

Here is a table of all the election years since 1939 and the annual returns for the S&P 500 index.

The median annual return for the pre-ele...

November 6, 2018

If you’ve ever found yourself in the middle of an unexpected but difficult financial situation you probably wished you had a nice tidy sum of money set aside to help you out, or if you did then you know just how helpful it was. Having at least 3 – 6 months of your living expenses set aside in case of any sort of trouble is a great way to ensure your financial health, especially coming up to the ho...

October 30, 2018

When someone you know comes to you asking you to lend them money it puts you in a tough situation, no matter who it is. You feel like the smart thing to do would be to turn them down, but you don’t want to see them struggling. So you battle with the question of whether or not you should do it. Remember, when loaning money to someone, never give out money that you aren’t prepared to lose forever. H...

October 29, 2018

Sunday, October 28, 2018

Dear Friends,

Enormous Federal Reserve Board Power

“Whenever the Federal Reserve raises either the federal funds target rate, margin requirements or reserve requirements three consecutive times without a decline, the stock market is likely to suffer a substantial, perhaps serious, setback” Edison Gould (Schade, 2004). Translated – whenever the Federal Reserve raises rates 3 t...

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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.

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