Own Your Future - Missing the Good Days

Oct 04, 2019 |Jonathan Greenwald
To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or insider information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework...
Read more

Own Your Future - Know Your Facts

Aug 15, 2019 |Jonathan Greenwald
Factfulness, by Hans Rosling, is a must read for anyone interested in learning the ‘real’ facts about global trends and the incredible progress made over the past 150-200 years. Rosling features real facts that do not get reported by the vast majority...
Read more

Own Your Future - Confirmation Bias and Investing

Jun 05, 2019 |Jonathan Greenwald
What the human being is best at doing is interpreting all new information so that their prior conclusions remain intact - Warren Buffet In our everyday life, we are impacted by a wide range of cognitive biases. One of the prevalent biases in the wealth...
Read more

Own Your Future - Black Friday and the Stock Market

Oct 29, 2018 |Jonathan Greenwald
Why do people treat their purchases on the stock market so differently than their other purchases? For instance, Black Friday is historically a day of excessive sales and mass purchasing – people have been known to literally fight with each other in their...
Read more

Artificial Intelligence - Robocalypse

May 17, 2018 |Jonathan Greenwald
The following is an excerpt from the RBC Wealth Management Client Note: "Is the Robocalypse Nigh? - A Special Report by the Portfolio Advisory Group - U.S. Equities": "Humans have been worried about being replaced by technology since the invention of...
Read more

An Evening for Women and Wealth: Engage, Educate, & Empower

May 16, 2018 |Jonathan Greenwald
On May 9, our team hosted another successful dinner event at Auberge du Pommier with the purpose of Engaging, Educating, and Empowering our female clients. I spoke at a high level about two core long-term investment philosophies: purchasing power and...
Read more

Own Your Future - Owner Not a Loaner

Mar 21, 2018 |Jonathan Greenwald
In a previous blog, we discussed how the concept of purchasing power can be a good definition of long term risk. While there are a multitude of approaches to long term risk (and ultimately, it’s an individual determination depending on one’s personal...
Read more

Own Your Future - Purchasing Power

Mar 12, 2018 |Jonathan Greenwald
For those who have spent time with us, you know that our preferred definition of long-term risk is purchasing power. Purchasing power is the notion that the $20 you earned or saved yesterday is worth $20 plus inflation in the future. Put another way,...
Read more

Amazon - Changing The World

Jan 10, 2018 |Jonathan Greenwald
Amazon’s entry into the U.S. retail grocery industry through its acquisition of Whole Foods Market last year has fueled speculation that Amazon might be looking to disrupt yet another industry and make a splash into pharmaceutical supply chain players...
Read more

Own Your Future - Compounding: An Investors Best Friend

Dec 05, 2017 |Jonathan Greenwald
Compound interest is the eighth wonder of the world. He who understands it, earns it, he who doesn't, pays it. - Albert Einstein Compound interest is a very simple concept but is often difficult for the average investor to conceptualize and adhere to...
Read more