Own Your Future – Our tagline
April 2, 2024 - Jonathan GreenwaldWhat does our tagline, “Helping You Own Your Future – Today™” mean?
Read moreOwn Your Future – What does “Own Your Future” mean?
February 21, 2024 - Jonathan GreenwaldThe "Own Your Future" philosophy (and name of this blog) is designed to help you meet both short-term and long-term financial objectives, preparing you for the challenges and opportunities that lie ahead.
Read moreOwn Your Future - The Statistical Edge of Long-Term Investing
January 8, 2024 - Jonathan GreenwaldThe allure of quick wins in the stock market is undeniable. Media headlines can glorify short-term trading successes, which can tempt even the most prudent investors. However, statistics consistently underline a critical truth: the likelihood of achieving positive returns increases significantly with a longer investment horizon.
Read MoreOwn Your Future - FOMO a Reckless Emotion
November 14, 2023 - Jonathan GreenwaldAs market volatility increases, the desire to capitalize on every opportunity can cloud judgment. FOMO (Fear Of Missing Out), often disguised as ambition, can lead to reckless investment decisions that threaten or even harm long-term financial goals.
Read moreOwn Your Future - Margin of Safety for Businesses and Families
August 24, 2023 - Jonathan GreenwaldIn today's economic environment, where volatility in employment and markets is increasingly pronounced, understanding the principles of leverage—both in business and personal finance —is critical.
Read MoreOwn Your Future - Volatility vs Risk
February 2, 2023 - Jonathan GreenwaldIn the world of investing, the term "risk" conjures up images of dramatic market dips and soaring volatility. However, long-term investors must reframe their understanding of what risk really means.
Read MoreOwn Your Future - A Plan to Financial Success
September 14, 2022 - Jonathan GreenwaldFinancial planning is not only about saving or investing money; it's about strategically aligning your financial decisions with your personal aspirations and life goals. An effective financial plan serves as a roadmap to help you navigate through your financial journey, with checkpoints and waypoints designed to ensure you are on track to achieving your financial goals.
Read MoreOwn Your Future - Inversion Investing
July 18, 2022 - Jonathan GreenwaldIn the world of investing, a typical question an investor will ask is, "How can I make more money?" While this forward-looking optimism is the engine behind many investment strategies, it's also akin to building a house without considering the foundation. Instead, what if we asked a different question: "How can I avoid losing money?"
Read moreOwn Your Future – Current Market Conditions
May 24, 2022 - Jonathan GreenwaldWe wanted to take the opportunity to answer some questions we have been asked by our clients and friends recently as the investment climate has changed over the past few months. The article describes where we believe we are in the current economic cycle, where we may be headed, and what we are doing to help.
Read moreOwn Your Future – 2022 So Far
February 24, 2022 - Jonathan GreenwaldAs many of you are likely aware, from a market perspective, the year has certainly started off with a rocky beginning. The noise will have you believe this is a direct result of inflation, impending interest rate hikes or the Russia – Ukraine conflict. And, perhaps some degree of this market volatility can and should be attributed to these events.
Read moreOwn Your Future – The Media: Not Your Investment Friend
September 23, 2021 - Jonathan GreenwaldClients who have worked with us for many years know how we feel about the media. In our view, the media is an attention-seeking, eyeball grabbing business trying to generate headlines with the objective of turning a profit...
Read moreOwn Your Future - Owner Not a Loaner
December 2, 2020 - Jonathan GreenwaldIn 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 moreOwn Your Future - Pandemic Blog
October 1, 2020 - Jonathan GreenwaldBelow is an excerpt from a client wide email sent at the end of February 2020, a point at the onset of the pandemic when markets where tumbling, and there was great worry and uncertainty. A very important time to be pragmatic...
Read moreOwn Your Future - Missing the Good Days
October 4, 2019 - Jonathan GreenwaldTiming the market is a futile exercise. Market timing is generally the result of panicked investors making emotional decisions.
Read moreOwn Your Future - Know Your Facts
August 15, 2019 - Jonathan GreenwaldFactfulness, 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.
Read moreOwn Your Future - Confirmation Bias and Investing
June 5, 2019 - Jonathan GreenwaldIn our everyday life, we are impacted by a wide range of cognitive biases. One of the prevalent biases in the wealth management industry in particular is confirmation bias.
Read moreOwn Your Future - Black Friday and the Stock Market
October 29, 2018 - Jonathan GreenwaldWhy 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 hunt for bargains.
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