Why Invest in the Stock Market?

Why invest in the stock market even though there is the risk of losing money? In can be hard to watch your account balances drop, so what should you be doing with your investments today? What happens to the stock market during crises? We help you understand why it still might make sense for you to invest in the stock market even in light of the risk that is involved.

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Investing Resources

• Free Financial Assessment: https://einstokwealth.com/start-here
• Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/
• More Resources: https://einstokwealth.com/links/

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Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States.

To enquire about working with Jason, start here: https://einstokwealth.com/start-here

To learn more about Jason, visit https://einstokwealth.com/jason-micheli

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©2023 Jason T. Micheli. All rights reserved.

Is Inflation a Threat to Your Retirement?

While inflation has historically averaged around 3%, recent reports have shown an annual rate of inflation of almost 7%. I'm going to share what you can do to build protection into your portfolio. So if you want to know what the current inflation numbers mean for your retirement, and how to combat this threat to your retirement portfolio, today's episode is for you.

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Investing Resources

• Free Financial Assessment: https://einstokwealth.com/start-here
• Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/
• More Resources: https://einstokwealth.com/links/

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Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States.

To enquire about working with Jason, start here: https://einstokwealth.com/start-here

To learn more about Jason, visit https://einstokwealth.com/jason-micheli

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©2023 Jason T. Micheli. All rights reserved.

In recent weeks, the stock market has reached new highs, then dropped about 10% in a week, rebounded 2.5% in a day, just to loose 2% the next. With volatility like this, it's tempting to think about the possibility of buying and selling at just the right moment, jumping in at the bottom and then out at the top. The problem is that most markets are so efficient that it is not possible to time the markets like this consistently. There are a few exceptions, which we will discuss. If you want to know more, then this episode is for you.

Listen now and learn:

• What recent losses mean from a historical perspective
• Why Russia and Ukraine play a smaller role in the losses than you think 
• What’s actually driving market losses and where we go from here

Investing at All-Time Highs

When investing at all-time highs, some wonder if the markets can continue to go up in value or if there is an inevitable drop coming.  Those who fear a drop have basically two options: 1) stay the course; or 2) employ a strategy that will pay off if there is drop in the market. Today's episode looks at some strategies that people are considering.

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Investing Resources

• Free Financial Assessment: https://einstokwealth.com/start-here
• Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/
• More Resources: https://einstokwealth.com/links/

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Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States.

To enquire about working with Jason, start here: https://einstokwealth.com/start-here

To learn more about Jason, visit https://einstokwealth.com/jason-micheli

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©2023 Jason T. Micheli. All rights reserved.

Should I Sell My Stocks?

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. Topics discussed:

• The odds of the stock market being positive or negative over a variety of timeframes.
• Why most people fail to make money in the stock market.
• Why many investors underperform the stock market.
• When it might and might not be a good time to sell your stocks.

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Investing Resources

• Free Financial Assessment: https://einstokwealth.com/start-here
• Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/
• More Resources: https://einstokwealth.com/links/

————————

Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States.

To enquire about working with Jason, start here: https://einstokwealth.com/start-here

To learn more about Jason, visit https://einstokwealth.com/jason-micheli

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©2023 Jason T. Micheli. All rights reserved.