Jason T. Micheli, PhD
Jason T. Micheli, PhD will help you learn how to invest smarter, lower your taxes, manage your risk, and achieve your financial goals.
The eleven-year bull market has prompted many investors to wonder if now is a good time to sell stocks. That is precisely the question we will tackle in this episode. How to Listen to Today’s Episode Topics Discussed: Should You Sell Your Stocks? The odds of the stock market being positive or negative over a …
How to Listen to Today’s Episode Topics Discussed: What accounts should you fund first when saving for retirement? The first account that often comes to mind when thinking about saving for retirement is a 401(k) or an IRA. These are great accounts, but they might not be the first place you should invest your savings. …
How to Listen to Today’s Episode Topics Discussed: Why Invest In International Stocks? Why invest in international stocks, even though they underperform U.S. stocks in some years. How much should a person allocate to international stocks? What is the best way to add international stocks to a portfolio? Resources Asset class returns used in the …
How to Listen to Today’s Episode Topics Discussed: Mistakes When Investing For Retirement In this episode we talk about mistakes when investing for retirement that people commonly make, and what you can do to avoid those mistakes. Mistake number one: people tend to be too active with their investments. According to a study by DALBAR, …
How to Listen to Today’s Episode Topics Discussed: Why Invest In the Stock Market? In this episode we talk about why we invest in the stock market even though there is the risk of losing money. Specifically we address: What does the history of the stock market have to teach us about investing and down …
How to Listen to Today’s Episode Topics Discussed: Traditional IRA vs Roth IRA In this episode we tackle the persistent, and sometimes heated, debate about which retirement account is better: Traditional IRA vs Roth IRA. Topics we cover include: The main differences between Roth IRA accounts and Traditional IRA accounts The main differences between Roth …
