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

***How to Invest - North Korea Tensions***

August 10, 2017

Thursday, August 10, 2017 

 

 

Dear Friends, 

 

North Korea – thoughts:

 

  • Threat of nuclear war does exist

  • What are the probabilities of a war?  No one knows.

  • Technically the US is still at war with North Korea since no peace agreement was ever signed, only a 1953 cease-fire agreement is in effect, halting the war that started in 1950

 

Ideas on what you could do with your investments – call your advisor and discuss these options:

 

  • Option 1:  Do nothing

  • Option 2:  Buy the dip now or soon – this is a buying opportunity to add more stocks to your portfolio

  • Option 3:  Dial back the % of stocks in your portfolio as a defensive play until this crisis passes; that is easy for us to do, simply dialing you back from say a mdoel portfolio #7 to a #3 or #5.  Best to do this in a tax deferred account like an IRA to minimize taxable gains on selling.

  • Option 4:  Invest some moneys in our gold bullion model portfolio #11 which holds gold bullion via Exchange Traded Funds (ETFs)

  • Option 5:  Invest some moneys in model portfolio #8TR (Trend Rotation) which invests in ETFs of gold, long-term treasury bonds and US large cap stocks, via ETFs based on trends in each as described in the Ned Davis research article, see: https://goo.gl/5eJZ52

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