And What We Can Learn from Seasoned Market Voices Like Marc Chaikin
One of the most valuable lessons I’ve learned over the years — especially from working with seasoned financial minds — is this:
The key to building lasting wealth isn’t timing the market perfectly. It’s maintaining smart diversification and rebalancing regularly based on what the market is showing you.
I’ve never been one to tell someone to go all to cash. That’s not strategy — it’s reaction. And it’s often the wrong one.
I believe the stock market, over time, always moves up.
There’s decades of historical support for that view.
But we also know it doesn’t move in a straight line. Major corrections do happen.
And that’s why we position — not panic.
What Marc Chaikin Just Shared
Marc Chaikin, a 50-year Wall Street veteran and founder of Chaikin Analytics, recently shared a compelling update:
“Another market crash is around the corner…
But millions of investors are going to miss out on an 8-month bull market that could deliver terrific gains before that crash arrives.”
He goes on to reveal three data points he believes investors are overlooking:
- The likely start date of the next market crash
- What to own now to see the biggest gains with the least risk
- When to take profits — and where to rotate next
Marc’s track record speaks for itself. His market cycle indicators have accurately called several major turns: the 2018 and 2022 bear markets, and the bull runs of 2020 through 2024.
So when he speaks, I listen — not to follow blindly, but to re-check my positioning.
Rebalancing Isn’t Optional — It’s Essential
This is the real takeaway for smart investors:
- You don’t need to predict everything
- You do need to be diversified
- You absolutely need to rebalance regularly
That doesn’t mean abandoning your core strategy. It means staying flexible enough to make calculated shifts as signals and sentiment change.
For example, if you’re overweight in an area that’s run up, it might be time to trim and reallocate to underweighted sectors or asset classes that are poised to perform.
If inflation is heating up or certain industries are flashing strength, some experienced investors choose smart speculation and tilt a little more in that direction.
Let me be clear. It’s never all or nothing. It’s about adjusting the mix to your risk tolerance.
Final Thought: Don’t Sit Still — But Don’t Swing Wildly Either
Marc believes we may have a final push before the next downturn. Whether he’s right or wrong, the smartest thing you can do is look at your portfolio and ask:
Am I positioned to take advantage of upside? Am I protected from downside?
That’s what rebalancing is all about.
Ignore the noise. Consider all opinions. Stay diversified. Make thoughtful moves when the data backs them up.
Because in the long run, those who stay invested — but stay nimble — are the ones who build true, lasting wealth.
And ultimately a legacy that they can be proud of.
To Your Legacy,
Chris Witmer