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Blog 2017-05-13T03:09:50+00:00

SAM Video Blog December 20, 2017

Jonathan discusses the impact of the new tax reform legislation as well as our updated cyber-security policies.

SAM Video Blog November 21, 2017

Jonathan discusses positive global trends, negative news coverage, and research on sustainable investing strategies.

SAM Video Blog October 19, 2017

Jonathan discusses small-cap tilts and the recent outperformance of foreign equities.

SAM Video Blog September 20, 2017

Jonathan discusses the latest developments in monetary policy and cyber security.

SAM Video Blog August 24, 2017

Jonathan discusses his mission to create abundance for others, common obstacles to success, and popular investor concerns.

SAM Video Blog June 30, 2017

Jonathan discusses the importance of ignoring the headlines, new fund flow data, and how to set up a long-term financial plan.