Blog Insights

I’ve Got Nothing to Say…

May 1, 2025
Ever noticed how we have two ears and one mouth? Today, I dive into the profound significance of deep listening. In a world that's louder than ever with strongly held opinions, I discuss how prioritizing listening over speaking can lead to a deeper understanding of others' perspectives. This approach can bridge divisions and foster empathetic…
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Investor Risk Tolerance | Spread Between Value and Growth Companies

May 23, 2017
Jonathan discusses investor risk tolerance in the context of yesterday’s selloff, as well as the spread between value and growth…
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The Buffett Bet & Digital Technology

The Buffett Bet & Digital Technology

April 28, 2017
Jonathan discusses the behavioral gap, Buffett's wager, and the importance of maintaining a long-term investing mindset. As always, please feel…
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Federal Reserve Decision to Raise Interest Rates | Behavioral Finance

March 17, 2017
Jonathan discusses The Federal Reserve’s decision to raise interest rates and offers his perspective on behavioral finance.  
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Fear, Fees, and the Fiduciary

February 17, 2017
Jonathan discusses the three F's important to many investors: Fear, Fees, and Fiduciary responsibility.
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Major Market Events and the Outlook for the Year Ahead

January 6, 2017
Jonathan reviews the major market events of 2016 and discusses his outlook for the year ahead.
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Investor Sentiment

November 23, 2016
Jonathan discusses investment sentiment.
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Heightened Levels of Investor Anxiety During Election Season

November 7, 2016
Jonathan discusses the heightened levels of investor anxiety surrounding the upcoming U.S. Presidential election.
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Global Markets | Federal Reserve Policy | Market Valuations

September 22, 2016
Jonathan discusses his views on the three most important factors currently driving global markets:  Federal Reserve policy, the upcoming Presidential…
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Recent Global Market Developments

July 14, 2016
Jonathan discusses recent global market developments.
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The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.

DR. SEUSS

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