Investment Advice
2% of Companies
March 30, 2026
Did you know that from 1926 to 2026, a staggering 60% of publicly traded companies have generated returns less than Treasury bills? And only 2% of companies have accounted for all the market's positive returns. Talk about a tough market! Nvidia, a prime example, experienced drawdowns as deep as 96%, despite its massive returns. Does…
Read MoreSign Up
Get the latest on retirement and investing
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…
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 More
The Investment Implications of Brexit
June 24, 2016
Jonathan discusses the market reaction and investment implications of Brexit, the UK's referendum.
Read MoreEmerging Markets | Diversification, Patience & Timing for Long-Term Financial Success
March 6, 2016
This video from Dimensional highlights the importance of diversification, patience and time frame in evaluating 'success', which is critical when…
Read MoreHow to Create an International Investing Strategy
January 22, 2015
U.S. News & World Report, January 12, 2015 Jonathan was asked to share his perspective on international investing. Read…
Read Moremore