Jason Zweig

speaker

906 appearances 17 recordings 1 series first heard Jan 2018 last heard Sep 2022

Jason Zweig’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Coronavirus: The Effect on Your 401(k)...and Your Mind · 20 Mar 2020 podcast

We don't understand fully the consequences for the economy. matched

So any small measures that investors can take that will enable them to regain a sense of control is what people should be focusing on. matched

And there's a few of those. matched

First, as I mentioned earlier, just take gradual, not sudden steps. matched

But any small step you can take will probably make you feel better. matched

If you can't stand the risk of holding stocks, don't sell them all at once, sell a small amount and parcel that out in equal installments over time so that you don't concentrate the risk of the decision on any one day or even in any one month. matched

Another great thing that investors can do is if you have an IRA, you could convert that from a traditional IRA to a Roth. matched

Now that asset values have fallen, stocks are down almost 30%, you can reduce your immediate tax bill on that. matched

and then any future growth in the Roth IRA would be tax-free for the rest of your lifetime. matched

It's a smart move. matched

It doesn't do a lot of short-term damage to your portfolio, and it can position you better for the long term and especially give you a sense of taking control. matched

You know, what makes this crisis unique, I think, is that so many people are experiencing it in a state of extreme social isolation. matched

I mean, I'm sitting in my home office by myself, and I think millions of investors in America and around the world are experiencing this alone. matched

And matched

As a result, you need to restore a sense of human connection and shared experience with other people to the greatest extent you can. matched

And it doesn't have to center around your financial life. matched

But anything you can do to sort of build your own sense of calm at this time of incredible upset is good not just for your mental health, but your financial health as well. matched

My pleasure. matched

Thanks, JR. matched

WSJ Your Money Briefing · It's About Time Financial Advisers Spoke in Plain English · 6 Nov 2019 podcast

I think the main motivation for this new rule was the move toward best interest or fiduciary duty, the requirement that brokers, like investment advisors, have to put their clients' best interest first. matched

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