JerryMitchell

About Jerry Mitchell

Jerry D Mitchell II is the owner, CEO, and Principal Financial Advisor of Incite Wealth Management LLC, a fee only registered investment advisory firm in Orlando, FL. Jerry's passion is closing the wealth gap by increasing the financial literacy of young professionals and underserved minorities. To connect with Jerry you can follow him on Twitter @The_iAdvisor.
Target Date Funds Falsely Lead You to Believe One Size Fits All
  • Target Date Funds Falsely Lead You to Believe One Size Fits All

Target Date Funds Falsely Lead You to Believe One Size Fits All

By |May 27th, 2016|

According to research from the Employee Benefit Research Institute, Target Date Funds are extremely popular among 401k Plan providers and their participants. In 2014, 70% of 401k plans offered target date funds in their pool of investment options and 60% of 401k plan participants in their 20’s were invested in a target date fund. […]

Five Socially Responsible ETFs for The Socially Conscious Investor
  • Five Socially Responsible ETFs for The Socially Conscious Investor

Five Socially Responsible ETFs for The Socially Conscious Investor

By |April 15th, 2016|

According to a Pew Research Center survey 18% of US social media users have changed their profile picture to raise awareness or draw attention to an event or issue. Most of those that have changed their profile picture have done it to show solidarity with the LGBT community and support LGBT rights. Social media […]

When It Comes to Investing, Debt Isn't a Bad Four Letter Word
  • When It Comes to Investing, Debt Isn't a Bad Four Letter Word

When It Comes to Investing, Debt Isn’t a Bad Four Letter Word

By |March 17th, 2016|

People often think about debt as a bad thing. When you mention to someone that you have debt they look at you as if you just said a bad four letter word. In some cases debt is a bad four letter word but in the right circumstances debt it can actually be a good […]

What Investing Lessons Can We Learn from the Republican Presidential Race?
  • What Investing Lessons Can We Learn from the Republican Presidential Race?

What Investing Lessons Can We Learn from the Republican Presidential Race?

By |March 10th, 2016|

Aside from the obvious golden rule lesson of treating others as you’d have them treat you, there’s one big lesson that we all can learn from the Republican presidential race. That lesson is to know when to throw in your hand and get out of an investment. Most of the Republican contenders stayed in […]