Life in a Box

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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...

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...

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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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