Video Blogs

July 3rd, 2020: Special Edition Vblog: Greg Harden & Controlling the Controllables

This week on the video blog, Jonathan pays tribute to American independence and University of Michigan's Greg Harden while reminding us to focus on process over performance. He emphasizes the importance of controlling the controllables, and understanding that good performance is a byproduct of good planning, practice, process and persistence.  Happy July 4th weekend from

May 28, 2020: The Value of Working with a Behavioral Coach

This week on the video blog, Jonathan discusses the value of working with a behavioral coach to keep you on course and steward the achievement of your mental, physical, and emotional wellness, in life and finance alike.     Most of us never reach our financial potential because we get in our own way, straying

May 22, 2020: Attitudes – Analysis – Abundance

This week on the SAM video blog, Jonathan discusses how Attitudes lead to more reflective Analysis. This helps foster an effort to craft a life of long-term Abundance!   At SAM our dedicated team of professionals consider it our privilege as well as our fiduciary duty to provide clients with the highest standard of care in

May 15, 2020: Fighting Fear with Facts

This week on the blog, Jonathan discusses the importance of fighting fear with facts in regards to current market activity. At SAM our dedicated team of professionals consider it our fiduciary duty to provide clients with the highest standard of care in the advisory world. To learn more about our services get in touch

April 14, 2020: Change, Perspective & Market Timing

On the blog this week, Jonathan shares important lessons on Change, Perspective and Market Timing to foster a mindset of abundance and investing with confidence.   At SAM our dedicated team of professionals consider it our privilege as well as our fiduciary duty to provide clients with the highest standard of care in the advisory

March 24, 2020: How to Survive, and Thrive!

On the blog this week, Jonathan shares some insight on how to survive and thrive with a sense of calm confidence.   At SAM our dedicated team of professionals consider it our privilege as well as our fiduciary duty to provide clients with the highest standard of care in the advisory world. To learn more

March 4, 2020: Choosing Facts over Fear!

This week on the blog, Jonathan discusses the importance of choosing a fact over fear mindset to achieve abundance over scarcity. At SAM our dedicated team of professionals consider it our privilege as well as our fiduciary duty to provide clients with the highest standard of care in the advisory world. To learn more about

February 26, 2020: Maintaining a Long-Term Outlook

This week on the blog, Jonathan discusses how the impact of global events offers profitable opportunities for the long-term investor.  At SAM our dedicated team of professionals consider it our privilege as well as our fiduciary duty to provide clients with the highest standard of care in the advisory world. To learn more about our

February 14, 2020: Culture – Collaboration – Confidence – Compounding

This week on the blog, Jonathan shares some Valentine's Day sentiment about harnessing Culture, Collaboration and Confidence to create a future of Compounding in both love and wealth! At SAM our dedicated team of professionals consider it our fiduciary duty to provide clients with the highest standard of care in the advisory world. To learn