by Jonathan | May 6, 2022 | Behavioral Finance
Memories are a fickle thing; often dancing into our subconscious at times we least expect. This was the case for me recently as I reflected on the upcoming Mother’s Day weekend. A memory of me sitting in the living room of my childhood home suddenly flashed into my...
by Jonathan | Apr 8, 2022 | Uncategorized
That’s The Way The Cookie Crumbles The term “Fiduciary” is a hot buzzword in the financial industry these days. Unfortunately, its frequent use leads to misuse, and it’s easy to forget the level of importance a fiduciary actually holds. Not all financial...
by Jonathan | Mar 11, 2022 | Behavioral Finance, Investing
I’ve struggled recently in making the transition from the humanitarian crisis we’re seeing in Europe to communicating helpful takeaways for how it’s affecting the stock market. Don’t get me wrong, there is no shortage of charts and graphs showing how the market has...
by Jonathan | Feb 26, 2022 | Behavioral Finance, The Market
This week I had the opportunity to attend Kingdom Advisors annual conference. Aside from allowing me to escape Pennsylvania’s winter weather for a few days, I always find this particular conference to be an excellent combination of industry knowledge and perspective....
by Jonathan | Jan 14, 2022 | Investing, The Market
If there’s one thing with more variants than Covid recently, it’s opinions surrounding the financial market outlook for 2022. From predictions of recession to another year of euphoric returns, internet click bait provides an endless supply of opinions to match any...
