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…
Read MoreThe 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…
Read MoreFederal 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.
Read MoreFear, Fees, and the Fiduciary
February 17, 2017
Jonathan discusses the three F's important to many investors: Fear, Fees, and Fiduciary responsibility.
Read MoreMajor 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.
Read MoreHeightened 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.
Read MoreGlobal 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…
Read MoreRecent Global Market Developments
July 14, 2016
Jonathan discusses recent global market developments.
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