Independence Day Celebration

Tuesday, July 03, 2018

Dear Friends,

We are celebrating our Independence as an Independent Registered Investment Advisory firm.

We are independent –

  • We are not tied to any particular family of funds

  • We are not tied to selling investment products

We focus on doing everything we can in helping clients reach their financial goals.

We provide personalized financial advice to our clients – many of whom have complex financial needs.

We are fiduciaries –

  • By law, we are required to act in the best interests of our clients at all times

We are registered with the Securities and Exchange Commission.

Long-term US Large Cap Stock Trend Remains Intact

Below is a daily chart of the S&P 500 index. The red smoothed line in the chart is the 200-day simple moving average (SMA):

  • The 200-day SMA slopes upwards – a good sign

  • Prices remain above the 200-day SMA – a good sign

  • The uptrend remains intact – we recommend staying invested in US Equities

US Stocks Oversold

Note the green circle in the chart. It shows that stochastics, a short-term oscillator that fluctuates from overbought to oversold, is showing an oversold condition. Typically, we want to buy when stochastics are oversold, sell when overbought. This indicator is not always right, but it does somewhat help mitigate buying at tops.

  • Clients may want to increase their equity % held now

  • Clients may want to invest cash on the sidelines now

  • You can see that the last time stochastics were oversold was end of March 2018, February 2018 and August 2017

Call us to discuss your personal situation.

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

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