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...
by Jonathan | Dec 31, 2021 | Behavioral Finance, Investing
Imagine my delight recently, as I clicked into a Wall Street Journal article and found myself swept into the fascinating world of professional ham sniffing. Yes, ham sniffing. Somehow, this novel career opportunity had alluded my attention at the high school college...
by Jonathan | Dec 17, 2021 | Uncategorized
An email from my compliance support team last week put a slight damper on my holiday spirit with its reminder that all PA Registered Investment Advisors are required to submit their year-end balance sheets to the state at the year’s end. I’m happy to reveal that...
