Market Newsletter

Quarterly Economic Update

February 2018

While the weather in the United States ended 2017 on a cold note for many residents, equity investors finished a very warm year.  2017 was a great year for investors as strong returns pushed domestic equities to fresh all-time highs. Robust equity performance was also seen across many of the major global indices.  Most fixed income sectors posted healthy gains as well. The positive performance of equity markets in 2017 added to what is already one of the longest bull markets on record.

Market Analysis

Quarterly Economic Update

July 2018

The second quarter of 2018 contained ups, downs and tariffs. Equity prices were very volatile as investors seemed to back off of many industrial heavyweights, while favoring large technology companies. Although the tensions of trade wars, tariffs, political uncertainty in the Eurozone and slowing momentum in the global economy surfaced, many indexes seemed to finish the quarter slightly higher.

While still below January 2018 highs, the S & P 500 and Dow Jones Industrial Average both rose for the quarter. The Dow ended...

Welcome to 2018

January 2018

Welcome to 2018!  We hope that you and your family had an enjoyable holiday season.  Each New Year symbolically offers the opportunity to make a fresh start.

As always, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals.  To make that process more efficient, we send our clients the attached 2018 CHECKLIST so they can identify any items they anticipate needing to be addressed this year.

Year-end Tax Moves for 2017

November 2017

One of our main goals as holistic financial advisors is to help our clients recognize tax reducing opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from potential tax reduction strategies. 2018 is set to be an eventful year in the tax law world and we are keeping a watchful eye on tax reform. As for 2017, there are several tax reduction strategies that may apply to your particular situation. In this report, we will discuss several of these opportunities.

Is Your Investment Strategy on Track?

July 2017

One of the more attractive benefits of having a financial advisor is the client review process. A good financial advisor knows that an annual review for each of their clients is one of the best services they can provide. For our clients, we understand that meeting regularly to hold a discussion about real life values and providing a progress report on their financial goals is a key component of the value we bring. In addition, we know the ability to call us with questions and concerns can always be helpful to our clients and fruitful towards achieving their financial goals.

Planning Your Retirement: The Four Percent Rule

June 2017

Most Americans get excited about the day when there are no more bosses to report to, no ridiculously wasteful meetings to attend, and no need to spend lunch hours complaining about coworkers who get on their nerves. We realize that retirement is the beginning of another lifestyle. Some people spend many years saving and investing for retirement, but they forget there could be decades of life after handing in their resignation letter. Planning for how you'll spend your time and money in advance can help you remember that retirement is not the end goal, but the beginning of a new phase of life. The good news is that those who sufficiently plan have a favorable chance of having a fulfilling and happy retirement.

3 Retirement Opportunities to Consider

April 2017

It’s extremely important that you take your retirement into your own hands. The concept of a government-sponsored retirement is not the best plan. As we all know, the developed world's population is continuing to age, with fewer and fewer working-age people remaining to contribute to social security systems. On a more positive note, your retirement savings can not only help you, but it can also potentially help family and loved ones. Some people use retirement savings to help family members by contributing to their children or grandchildren's lives. Examples include: financing an educational expense, passing on assets to loved ones or simply keeping legacy assets, such as land or real estate, within the family.

Most experts agree that...

How to Reduce Your 2016 Income Taxes

March 2017

Tax season has arrived—again. The Internal Revenue Service reported on January 23rd that it successfully started accepting and processing 2016 federal individual income tax returns on schedule. According to the website, more than 153 million returns are expected to be filed this year. Taxpayers have until Tuesday, April 18, 2017 to file their 2016 returns and pay any taxes due. The deadline is later this year due to several factors. The usual April 15 deadline falls on Saturday this year, which would normally give taxpayers until at least the following Monday. However, Emancipation Day, a D.C. holiday, is observed on Monday, April 17, giving taxpayers nationwide an additional day to file. By law, D.C. holidays impact tax deadlines for everyone in the same way federal holidays do. Taxpayers requesting an extension will have until Monday, Oct. 16, 2017 to file.

Quarterly Economic Update

February 2017

For many investors, 2016 was a year of surprises. When viewing the final results of equity returns in 2016, they do not reflect the year’s wild ride for both equity and bond investors. In the final quarter of the year, stocks surged, continuing the bull market that is now almost eight years old. Donald Trump’s victory as the next President had the investing community thinking about lower taxes, less regulation, pro-business initiatives, and what could be a bumpy ride to unwinding many of the Obama administration’s policies.

Since the November 8th election, the stock and bond markets have...

Welcome to 2017!

January 2017

Welcome to 2017! We hope that you and your family had an enjoyable holiday season. Each New Year symbolically provides the opportunity to make a fresh start for everyone. As we begin 2017, no one can predict with certainty what new changes or challenges may occur. Our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals. To make that process more efficient, we send our clients a 2017 CHECKLIST with this letter so they can check off any of the items they anticipate needing to be addressed this year.

The year 2017 is expected to be...

Year-End Tax Moves for 2016

December 2016

One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. On November 8, voters elected Donald Trump to serve as the 45th President of the United States. Comprehensive tax reform was one of his priorities, however, his ideas and proposal will not affect 2016 tax returns. This special report covers the details of numerous year-end tax strategies for 2016.

Roth IRA Conversions: 8 Factors to Consider

November 2016

Named after the late Senator William Roth of Delaware, Roth IRAs were created with the Tax Relief Act of 1997. Major changes to Roth IRA restrictions in 2010 encouraged many financial firms and companies to discuss conversion to Roth IRAs.

Prior to the year 2010, there were income limits to both contributing and converting to Roth IRAs. However, the Tax Increase Prevention and Reconciliation Act (TIPRA) of 2005 made some modifications to those rules, which started in 2010 and still apply today.

Retirement and Social Security: Caution… Plan Carefully!

October 2016

Most workers look forward to retirement, but not all of them plan well for it. Lying awake at night worrying if and when they can retire will certainly not bring them closer to their goal. For both personal and financial reasons, it is important to understand that a comfortable retirement is usually the end result of an extensive process that incorporates central planning and often many years of participation. Even for those who are fortunate enough to reach a comfortable retirement, managing their income and savings on an ongoing basis is a big responsibility. Luckily, a good financial adviser can help make this process easier.

Efficient Tax Strategies and Important Tax Birthdays

September 2016

Tax efficiency is the measure of how much an investment’s return you keep after taxes. Knowing your tax bracket is a good starting point, however, today’s tax code is quite complex. Understanding the tax code rules, managing how you generate income, choosing your investments with an eye on taxable income generation and properly utilizing potential tax deductions can help you become more tax efficient. In general, there are three major strategies that investors should consider when they are attempting to manage their federal income taxes.

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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