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

Bond Salesman of the Year

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,                      Chairman Powell is selling treasury bonds, as investors flee stocks and              buy bonds

·     Let’s just say Chairman Powell is not on my Christmas list

 

Look at the S&P 500 index 20-year monthly chart

·     The red line is the long-term trend line

·     The blue lines create a 10% plus or minus around the trend line

·     Note the red boxes – they mark the times that the S&P 500 index dropped          below the lower band (i.e., -10% below the long-term trend line).

              ·     Last occurrence was 2012, although we touched the bottom                                  envelope in 2010, 2015 & 2016

 

What to do?

·     We have been trimming our equity positions, reducing our stock %                      allocation in our model portfolios.

·     If you are concerned, call our office 800-578-3181

·     You and your advisor can discuss your options, which are:

              ·     Dial down your equity %

              ·     Dial up your equity % (stocks are low and on sale)

              ·     Stay the course, do nothing

 

Merry Christmas.

 

 

 

 

 

 

 

 

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