Episode notes
In this episode, Jerry Davidse, CFP®, breaks down one of the most common investing mistakes: believing “this time is different.” Each year brings new crises, headlines, uncertainty, and reasons to feel nervous about markets — but history shows that long-term discipline and staying invested have consistently rewarded patient investors.
Jerry reviews 20+ years of major global and economic events and compares how investors would have performed if they stayed invested in the S&P 500 versus moving to 10-year Treasury bonds during each period. The difference in outcomes is dramatic — and can impact retirement income, legacy goals, and long-term financial freedom.
Key Topics in This Episode
- Why every year feels like a “new” crisis