This morning the S&P500 entered the trading day down 19.78% from its bull market peak on September 20th 2018. This now marks the 5th time in history that the S&P dropped more than 19% from its peak yet stopped before dropping 20%. Now, what is so magical about this 19% number? Because it is just shy of 20%.
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James f. chapman, awma
James F. Chapman AWMA®, is a Wealth Advisor and the Chief Innovation Officer of Clearwater Capital Partners. James joined the firm in 2010 and completed a series of summer intern assignments. Later, he transitioned to a full- time client facing Wealth Advisor in the Clearwater Residency Program.
Today, as Wealth Advisor, James works directly with successful individuals and families. His clients include business owners, medical professionals, entrepreneurs, and charitable foundations. His areas of expertise include lifetime income modeling, integrated portfolio management, and comprehensive financial planning. James works alongside the firm’s Senior Partners on advanced Family Office cases, providing tailored advice to multiple generations of the firm’s client families.
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Investment Advice Offered Through Clearwater Capital Partners, A Registered Investment Advisor
