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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Lake Mary, Florida 32746

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Life in a Box

Your Wealth in One Place.

November 9, 2016

Wednesday, November 09, 2016

Dear Friends,

WOW.

We were investment prepared no matter who was elected.  It’s time to move forward and not look back.

What we learned?

  • Pundits, pollsters, elitists and the establishment have no idea what they are talking about.  Their election predictions were atrocious.

Trump:

  • Trump is, no doubt, like all of us, a flawed human

  • He is basically a real estate...

November 7, 2016

Monday, November 07, 2016

Dear Friends,

Markets Love Hillary

As soon as FBI director Comey told Congress on Sunday that Hillary Clinton should face no charges over her handling of classified information, U.S. stock futures exploded higher.

Morgan Stanley Research (MSR) Prediction

MSR predicts, with a 49% probability, a Clinton victory along with a Democratic Senate and Republican House.  Should that ha...

November 4, 2016

Friday, November 04, 2016

Dear Friends,

Executive Summary:  There is a lot of garbage investment articles published on the web.  Ignore 99% of them.

***The S&P 500 Just Suffered its Longest Losing Streak Since 2008***

That’s the exact headline on a popular investment news site this morning.

Quoting from the article:  “The S&P 500 has logged losses eight sessions through Thursday, in only the secon...

November 2, 2016

Wednesday, November 02, 2016

Dear Friends,

Executive Summary

The long-term uptrend in Large US Stocks continues intact,

The Details

Below is a 20-year monthly chart of the S&P 500 Index, an index of Large US Companies.  The red line is the long-term trend line, the 10-month simple moving average of prices (to smooth out all the squiggles).

A definition of a trend is the slope of the trendline.

As long as...

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