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
• The emotional trap of “this time is different”
• How long-term market discipline has historically been rewarded
• S&P 500 returns vs. Treasury bonds over 20+ years
• How staying invested may impact retirement and legacy goals
• Why financial plans are built to weather uncertainty

If you’ve ever wondered whether you should “wait for things to calm down” before investing — this episode is for you.

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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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This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

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.

Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.