Uploaded July 2026 | Updated September 2026, 1 day ago
How often is your cash position beating the S&P 500?
Schedule a call with us today at jazzwealth.com/chatwithjazz
This material is provided for informational and educational purposes only and should not be construed as investment advice or a recommendation to buy, sell, or hold any security or investment strategy. The discussion comparing cash positions to the S&P 500 is based on historical market data and is intended solely to illustrate general investing concepts over various time horizons. Historical comparisons between cash and equity market returns do not guarantee future performance and should not be interpreted as a prediction of future market results.
The S&P 500 is an unmanaged index of large-cap U.S. stocks and cannot be invested in directly. Index performance does not reflect the deduction of fees, expenses, transaction costs, or taxes. Cash investments may include bank deposits, money market instruments, or other short-term holdings, each of which carries different characteristics and risks. While cash may be subject to lower short-term market volatility than stocks, it is exposed to inflation risk and may lose purchasing power over time.
References to maintaining cash positions, investing during market declines, or dollar-cost averaging are provided for educational purposes only and may not be appropriate for all investors. Dollar-cost averaging does not assure a profit or protect against loss in declining markets and requires a commitment to continue investing during periods of market fluctuation.
All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.
Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
How often is your cash position beating the S&P 500?
Schedule a call with us today at jazzwealth.com/chatwithjazz
This material is provided for informational and educational purposes only and should not be construed as investment advice or a recommendation to buy, sell, or hold any security or investment strategy. The discussion comparing cash positions to the S&P 500 is based on historical market data and is intended solely to illustrate general investing concepts over various time horizons. Historical comparisons between cash and equity market returns do not guarantee future performance and should not be interpreted as a prediction of future market results.
The S&P 500 is an unmanaged index of large-cap U.S. stocks and cannot be invested in directly. Index performance does not reflect the deduction of fees, expenses, transaction costs, or taxes. Cash investments may include bank deposits, money market instruments, or other short-term holdings, each of which carries different characteristics and risks. While cash may be subject to lower short-term market volatility than stocks, it is exposed to inflation risk and may lose purchasing power over time.
References to maintaining cash positions, investing during market declines, or dollar-cost averaging are provided for educational purposes only and may not be appropriate for all investors. Dollar-cost averaging does not assure a profit or protect against loss in declining markets and requires a commitment to continue investing during periods of market fluctuation.
All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.
Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
