May 26, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.
Meet our guest: Jeff Weiss, CMT
Today’s Topic: Relationship Investing — Stock Market Therapy for Your Money
Rita asks Jeff:
- Why did you write your book, Relationship Investing – Stock Market Therapy For Your Money
- What are a few investment rules that you live by?
- Are there any investments don’t’ s that you adhere to?
- What are some non-monetary factors you consider when investing?
- Is there one key lesson you’ve learned after five decades of investing?
About this week’s guest: Ordinary has never been used to describe one of Jeff Weiss’ motivational stock market presentations. His goal is nothing less than to provide you with a stock market roadmap for the rest of your investment lifetime. Attendees to his dynamic, informative, and entertaining stock market talks have described Jeff’s presentations as charismatic, exciting, inspiring, extraordinary, unique, tremendous, funny, upbeat, and energetic. “Jeff’s enthusiasm is contagious!” remarked one.
Jeff knows of no other way to speak to and communicate with people than with his entire self. Openness and sincerity have been his trademarks and are well-known and respected in investment circles. “Genuine” is often a word used to describe an encounter with him. What really motivates Jeff is his non-stop desire to help investors learn from his investment miscues so that others can be spared those very same costly lessons with their own hard-earned dollars. That’s because, as Jeff likes to say, “In this business, by the time you become smart you can also be broke!” That’s what drives him. He really does care. He also considers what he does a payback – to the many folks who gave their time, knowledge, and encouragement to him as a kid – beginning with his dad.
JEFFSTREET, LLC note: All the information discussed and presented is for general information purposes only, and the content is the speaker’s intellectual property. Please consult with your financial advisor, accountant, or other competent and trusted financial professional if specific expert assistance is required based on your individual situation. Under no circumstance is the information presented considered an offer to buy or sell, or a solicitation to buy or sell, any particular security or index or employ any specific investing strategy.