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December 21, 2018

12/21/2018 1:26:38 PM

Dear Friends,

Jerome Powell – raises interest rates again

·     Powell could easily be blamed for this entire market decline starting in                October

·     He’s been an aggressive Hawk with interest rates

·     Conspiracy theorists would say that by causing trouble for stocks,...

December 11, 2018

12/11/2018 10:53 AM EST

Dear Friends,

Daily Chart of the S&P 500 large cap US stock index below:

  • Blue rectangle shows current trading range. We will not know the market trend until we breakout above or break down below out of that trading range.

  • Green line shows strong support extending back to February & April. Stocks bounced right off that support yesterday and rallied +500 Dow Jones Indus...

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 28, 2018

If you have a job that offers you a 401k then, providing you’re using it correctly, you would be on a very good path to having exactly what you need when you retire. There are, however, a few serious mistakes that you need to ensure you are avoiding in order to properly maintain your retirement nest egg. Here are some of the most obvious ones that many people make:

Not Saving Enough or Starting Ear...

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...

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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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