Jason L. Davis - Reveille Wealth Management

04/01/2026

For anyone planning on retiring BEFORE they turn 59 1/2, while retirement accounts are GREAT tools for tax-savings and growth, don't forget to plan for enough liquidity to float you from your actual retirement date to 59 1/2 to avoid unnecessary taxes & penalties from early withdrawals!

03/19/2026

What investors don't know could DEVESTATE them! Always keep an eye on credit!

03/13/2026

SEVERAL asset classes had run up so quickly that they were going to pull back regardless of any headlines and a couple were already confirming a trend change BEFORE any headlines.

NOW, it's time to see if these that are still above their sell signal will dig their heels in and turn back around or if they will continue their decline and force a sell to move to cash.

03/06/2026

Stop asking the wrong questions! What you don't know could devastate you!

How can two people:
-Invest the same amount of money
-Get the same average annualized returns over the same time period
-Withdraw the same amount at the same time
-And one of them have money to spare while the other runs out?!

These portfolios got the same returns over the same time period, but in reverse order.

In the first pic, during the Accumulation Phase, they arrive at the same amount.

In pic #2, during the Distribution Phase, when someone is making withdrawals, Portfolio 1 runs out of money!

Answer: SEQUENCE OF RETURNS!! How someone manages volatility in down markets is more crucial than returns, alone, when someone is making withdrawals in retirement!

03/04/2026

The top line is the cap-weighted S&P 500 index showing just a 0.26% return Year-to-Date.

But, look at the performance of each sector inside that index for the same period!!

In the words of the great philospher, Mr. Miyagi, "Not everything is as seem."

03/02/2026

"My greatest strength as a consultant is to be ignorant and ask a few questions."

-Peter Drucker

Send a message to learn more

02/13/2026

Professional poker players aren't successful because they're lucky. They're successful because they have developed strategies to manage uncertainty, based on known factors.

They can't control the cards they're dealt, but they can control how to play them and whether or not to bet on that hand.

They know better than to bet on every hand and in every round!

And yet, most advisors will tell their clients they should be fully invested ALL THE TIME! And there's NEVER a good time for them to give you your money!

Client:
"Should I go to cash?"

Advisor:
"Your portfolio is up! Don't sell now or you'll miss out on more gains!"

OR

"Your portfolio is down! Don't sell now or you'll lock in losses and miss out on the recovery. In fact, now that your million dollar portfolio is only worth $500,000, if you've got another $10k lying around you should invest that, too!"

Yeah, they're down $500,000, but adding an extra $10k will really turn it around for them! GIVE ME A BREAK!!

02/09/2026

"A decade from now, investors who positioned their portfolios ahead of the seismic shifts in global markets--who capitalized on the first-mover advantage--will be the envy of Wall Street. Meanwhile, investors who still chase the last decade's darlings, pressured by the fear of missing out and trapped in a rearview-mirror mentality, will yearn for a do-over."

--Lawrence McDonald ("How to Listen When Markets Speak")

Investors chasing returns are like those who change lanes in a supermarket every time they see another lane move a little, only to have changed lanes after the move, just in time for it to stop and allow them to see their former lane now move ahead and entice them back and into a cycle of further delays.

Find the PROCESS that you believe will give you the greatest chance of success moving forward rather than picking investments based on past performance.

Send a message to learn more

02/06/2026

Bear market? What do YOU think? Watch this video and share your thoughts!
-34% LOSS on "Safe" credit!
-The S&P 500 has never been LESS diversified than it is today

The Million Dollar Question is brought to you by Reveille Wealth. Learn more here ➡️ https://www.reveillewealth.comFOLLOW USStephen Weitzelhttps://x.com/step...

02/05/2026

Sorry for the late post! Don't miss this one!

The Million Dollar Question is brought to you by Reveille Wealth. Learn more here ➡️ https://www.reveillewealth.comFOLLOW USStephen Weitzelhttps://x.com/step...

02/03/2026

What is there to rebalance if every asset class in a client's portfolio is experiencing the same drawdown?

Better to have a system to minimize drawdowns in each asset class, independently, so that clients actually have cash to strategically deploy when conditions are more favorable.