Own 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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