Jeffrey Weiss | SpeakerHub

Personal Details

Bio

Jeff's stock market interest was sparked back in the sixth grade when his math teacher gave each student a hypothetical $50,000 to invest. Jeff’s interest turned into fascination, as his dad drove him to the local brokerage office daily after school. At age 13 he committed his birthday money to the market - parlaying his funds into a 100% gain in shares of Mattel Toy and purchasing a 3-speed bicycle with the proceeds for transportation to the local brokerage offices. Heady with his beginner’s luck, he’s been a student and prognosticator of the market for the five decades since.

His book, "Relationship Investing – Stock Market Therapy For Your Money", was named 2018s "Best Investment Book of the Year by the 2018 stock Trader's Almanac. It uses life’s experiences and personal interactions as the common denominator to make the market’s movements and mannerisms relatable to all. The book also discusses risk management, the key in any investment approach and something that needs to be emphasized in the investment arena. Ron Insana, CNBC’s senior analyst and commentator, internationally recognized political consultant Doug Schoen, and award-winning author and Wall Street Journal writer Gregory Zuckerman were among the many respected individuals contributing recommendations.

jeff has been a featured guest on Wall Street Week with Louis Rukeyser and a keynote speaker for both the Money Management Institute (MMI) conference and Merrill Edge. In addition to speaking at the annual symposium for the Market Technician’s Association, Jeff was a featured presenter for Wells Fargo Advisors, Fidelity, and Bloomberg. He has appeared on CNBC’s Squawk Box, Fast Money, Talking Numbers, and Trading Nation shows. In addition to Bloomberg television and radio, Jeff has appeared on the Fox Business network. He’s been quoted in Barron’s and Barron’s On-Line. Jeff has addressed finance classes at Cornell University’s Graduate Business School, New York University’s Stern Business School, Muhlenberg College, Columbia Business School, and Endicott College. He was the featured speaker for the American Institute of CPA’s (AICPA), and a guest presenter at the annual American Association of Individual Investors conference (AAII) and the National Association of Active Investment Managers (NAAIM). Jeff has taught market analysis to local and international audiences, and spoken to the New York City teachers in conjunction with the nationally recognized Stock Market Game. His articles have been featured in MarketWatch, the American Association Of Individual Investors, and the Market Technician’s Journal publications.

Jeff also tremendously enjoys speaking at schools to students of all ages about both the stock market and pursuing their dreams in life. Interestingly, his rules for investing in the stock market can serve as a roadmap in helping them achieve those dreams.

Current position (1)

President

JEFFSTREET LLC

Degrees (1)

Economics

Rutgers College

1974 to 1978

Presentations

Presentations (3)

Mind, Money and Markets (CE-approved)

Many important rules of investing in the stock market, the arena of financial gladiators, are non-financial in nature. They do, however, have to do with behavior. Knowing oneself, and how you’ll react to rapid changes in the investment landscape and market volatility (and a host of other investing variables) when your hard-earned capital is on the line is often a key determinant of investment success or failure. Emotions are a crucial and underdiscussed component of the investment process, and this presentation will review some key questions investors should consider asking themselves before investing. Remember, not everyone is suited to invest in the stock market, and no investor is 100% immune to the behavioral issues that arise in so many types of investing climates which test the temperament of investors around the globe each day. Always consult with your investment professional, financial advisor, and accountant when formulating your own investing and financial plan.

Investment Rules For Turbulent Times (CE-approved)

Despite a myriad of technological advances in analytics and trading methodologies over the years, there’s one thing that has not changed or will not change over the course of investing history – human emotions. Investors’ reactions to monetary occurrences, and their thinking when it comes to making equity purchase or sale decisions, has remained static. Whether it’s a desire to extend a holding to receive more favorable tax rate treatment, to hold shares purely for their seemingly attractive dividend yield, to refuse to sell a holding at a seemingly large loss, to maintain a position simply because it’s been a long-time family holding, to buy shares according to their price, to “dollar cost average”, or other reasons as old as investing itself, human emotions and investing decisions are inextricably linked. Therefore, they must be addressed as one. Always consult with your investment professional, financial advisor, and accountant when formulating your own investing and financial plan.

Dangerous Phrases?

Description: On Wall Street, just because an investment-related phrase is uttered frequently doesn’t make it true. In fact, while they may sound sensible, these phrases often make little market sense (especially in the midst of a bear market), and have the potential to cost you dearly in financial terms. Living through multiple market downdrafts and bear markets has etched this lesson into my market soul. Realizing their potential for steering you down the wrong investment path, I wanted to include some of the most common sayings, and at least suggest that you don’t accept them as infallible investment facts. I certainly don’t. We’ll be reviewing 35 phrases. As always, however, you’ll want to consult with your investment professional, financial advisor, and accountant when formulating your own investing and financial plan.