FPF 169 - My Annual Birthday Vide...
FPF 169 - My Annual Birthday Video

Presilium Private Wealth by Jerry Davidse

Episode notes

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

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Keywords
wealth managementfamily planning