Michael Joseph, CFA
Michael is a Portfolio Manager and Deputy Chief Investment Officer at SAM, a Registered Investment Advisor with the United States Securities and Exchange Commission. File number: 801-107061. He sources investment opportunities and conducts ongoing due diligence across SAM’s portfolios. Michael co-manages SAM’s Income and Tactical Select strategies.
Prior to joining SAM, Michael worked with high-net-worth private clients for the largest independent wealth management firm in the United States. He was also a senior analyst for one of the largest investment-grade bond managers in America. Michael joined SAM in 2017.
Michael’s investment thinking has been featured in publications including Fortune, Advisor Perspectives and the Stansberry Digest. He has also been a featured speaker at the annual Stansberry Conference, the Legacy Investment Summit and the Titan Investors Conference.
Michael holds an MBA from the University of California, Davis and a BA from San Francisco State University where he majored in History. He earned the Chartered Financial Analyst (CFA) charter in 2017.
Michael resides in Arizona with his wife and two children. He serves as a Board Member for Copper State Credit Union, an Advisory Board Member for the Arizona Council on Economic Education and is a member of the Practice Analysis Working Body of the CFA Institute.
Phone: 415-849-9533 | Email: michael.joseph@stansberryam.com | Website: stansberryam.com
LinkedIn: www.linkedin.com/in/mjoseph1
Latest articles by Michael Joseph, CFA
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Does Gold Belong in Your Retirement Plan?
There’s something sexy about a shiny gold bar, but should you go for the glitter? If you're tempted, a four-pronged investing approach could be best.
By Michael Joseph, CFA Published
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Disgusted With Your Savings Interest Rate? Time to Switch
If your money is parked in a low-rate savings account, you could be earning hundreds or even thousands more by switching to one of these three options instead.
By Michael Joseph, CFA Published
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Soon-to-Be Retirees, Beware: Small-Caps Are Cheap for a Reason
Higher interest rates make debt more expensive for smaller companies, and that could become challenging for them if we head into slower economic times.
By Michael Joseph, CFA Published
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Protect Your Wealth Against Inflation in Three Easy Steps
Inflation might have fallen off the list of concerns for many investors, but history suggests that failing to protect against it could be hazardous to your wealth.
By Michael Joseph, CFA Published
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Looking Beyond Dividends: How to Maximize Your Yield
When making investing decisions, considering shareholder yield, rather than only dividend yield, could improve your results.
By Michael Joseph, CFA Published
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(A Little) Greed Is Good When It Comes to Investing
Investors seem to feel only a little greedier than usual right now, and when investors feel that way, there are usually positive stock market returns ahead.
By Michael Joseph, CFA Published
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These Energy ‘Middlemen’ Are an Income Lover’s Dream
Midstream energy companies, which connect producers and end users, service the industry itself, rather than being tied to commodity prices.
By Michael Joseph, CFA Published