In this week’s episode, Jerry Davidse, CFP®, shares something personal — each year on his birthday, he takes a fresh look back at the major global, political, and economic crises that occurred during every year of his career. If you lived through them, you remember how real and concerning each one felt at the time.
Yet despite headlines, uncertainty, and constant “this time is different” narratives, long-term investors who stayed disciplined and invested in diversified portfolios experienced meaningful growth over time.
Jerry walks through a multi-decade chart illustrating:
✅ The major crisis events from each year
✅ The corresponding performance of the S&P 500 during those same periods
✅ How investor outcomes dramatically changed depending on whether they stayed invested or moved to bonds
✅ The long-term impact on retirement, family goals, and legacy planning
The message is simple, but powerful: Short-term events are unpredictable. Long-term planning endures.
If you’ve ever felt tempted to “wait out the uncertainty,” this episode will help you step back, take the long view, and remember why discipline, consistency, and rebalancing matter.
#WealthManagement #FamilyLegacy #FinancialPlanning
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Connect With Jerry: Jerry Davidse, CFP®
CEO, Presilium Private Wealth
Email: jerry@presiliumpw.com
LinkedIn: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio
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The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.
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