Life in a Box

Your Wealth in One Place.

October 25, 2018

10/25/2018 11:55 AM

Dear Friends,


Below is a daily 2-year chart of the S&P 500 index in the top window, the VIX index is in the bottom window.

The CBOE Volatility Index, known by its ticker symbol VIX, is a popular measure of the stock market's expectation of volatility implied by S&P 500 index options, calculated and published by the Chicago Board Options Exchange (CBOE). It is co...

October 24, 2018

10/24/2018 10:44 AM

Dear Friends,

Shake Out Tuesday – Bottom In???

Looks to me like we had a shake out yesterday in the markets and the S&P 500 index low has been put in yesterday at 2692.25. That’s about -9% off the September 2947 high.

That low is depicted as an orange horizontal line on the chart below. I have added green circles showing support at the same level in May and July.

The red circles sho...

October 23, 2018

The time of year for drinking pumpkin spice lattes, attending fall festivals, and taking pictures at pumpkin patches is finally here. Of course that also means that for people who love all things spooky, there’s haunted houses to terrify you, scary movies to make you jump, and a whole host of other Halloween fun! According to Forbes, Americans spent $9.1 billion for Halloween last year. Between co...

October 19, 2018

Friday, October 19, 2018, 1:36:13 PM

Dear Friends,

Market Volatility

At the time I am writing this, the S&P 500 index is down -5.66% off its 52-week high. 

The technology stock heavy Nasdaq Composite index is off -8.33% off its 52-week high.

In the big picture, that’s not much of a decline.

However, it seems the press think it’s the end of the world as we know it. E.g., The Economist magazine cover.


October 16, 2018

Financial scams are everywhere and some are easier to avoid than others. You probably realize that there’s no Nigerian prince out there actually willing to give you hundreds of thousands of dollars for comparatively little in return. And you probably wouldn’t give out your financial information to just anybody who asks for it. However, despite your best efforts to combat them, scammers are constan...

October 11, 2018

Thursday, October 11, 2018

Dear Friends,

As I write this at 12:32pm today, market action, to me, is looking like a bottom. 

Obviously we will never know for sure.

Let’s look at the S&P 500 index daily chart for the past 1 year.

Focus on the blue line – that’s the long-term trend line – notice how over the past 1 year, the market has run up – and then made a correction down – right to that rising 200-da...

October 9, 2018

With the average American household spending over $100 a month on cable ( and the cost of putting a cellphone in each of the hands of a family of four ranging about $200 a month (, it can feel like your bills are taking up too much of your paycheck. While completely cutting out these bills would mean giving up a lot of conveniences here are a few things you can do to make sure...

October 5, 2018

Friday, October 05, 2018

Dear Friends,

Don’t Fight the Fed

You may have heard the old investing mantra, "Don't fight the Fed." But what does it mean? Is this generally good advice for all investors?

When the Fed starts to raise rates, it does so to prevent the economy from overheating, which could then fuel higher rates of inflation. Rising rates also coincides with the late phase of the business cycl...

October 2, 2018

When it comes to estate planning, there are many mistakes which are commonly made that can affect your loved ones’ lives. In order to ensure your own peace of mind that your family will be taken care of in the event of your death it’s helpful to garner an understanding of where it is that others have gone wrong. Here are some easily avoidable errors:

Not Having or Understanding a Plan
If you want t...

September 25, 2018

Congratulations newlyweds! You’re probably still basking in that post-wedding glow, and after the massive costs of your wedding and the honeymoon, money matters are probably the last thing you want to think about. However, they really need to be one of the first important conversations that you have with your new spouse. Starting off a marriage on the wrong financial footing can only lead to strug...

Please reload

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

Learn more about our complimentary 295-point Financial Checkup.

No Cost, No Obligation.