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Impact of the New Tax Reform Legislation

December 20, 2017
Jonathan discusses the impact of the new tax reform legislation as well as our updated cyber-security policies.  
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Global Trends, Negative News, Sustainable Investing Strategies

Global Trends, Negative News, Sustainable Investing Strategies

November 22, 2017
Jonathan discusses positive global trends, negative news coverage, and research on sustainable investing strategies.  
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Small-Cap Tilts And The Recent Outperformance Of Foreign Equities

Small-Cap Tilts and the Recent Outperformance of Foreign Equities

October 20, 2017
Jonathan discusses small-cap tilts and the recent outperformance of foreign equities.  
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Latest Developments In Monetary Policy & Cyber Security

Latest Developments in Monetary Policy & Cyber Security

September 20, 2017
Jonathan discusses the latest developments in monetary policy and cyber security.  
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Creating Financial Abundance | Overcoming Obstacles To Success

Creating Financial Abundance | Overcoming Obstacles to Success

August 24, 2017
Jonathan discusses his mission to create abundance for others, common obstacles to success, and popular investor concerns.  
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Warren Buffett Long Term Investing

How to Setup a Long-Term Financial Plan

June 30, 2017
Jonathan discusses the importance of ignoring the headlines, new fund flow data, and how to set up a long-term financial...
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Tricking Yourself Into Long-Term Investor Success

Tricking Yourself Into Long-Term Investor Success

June 6, 2017
Jonathan Satovsky discusses the importance of saving, common investor pitfalls, and how to trick yourself into long-term success.
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Investor Risk Tolerance | Spread Between Value and Growth Companies

May 23, 2017
Jonathan discusses investor risk tolerance in the context of yesterday’s selloff, as well as the spread between value and growth...
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The Buffett Bet & Digital Technology

The Buffett Bet & Digital Technology

April 28, 2017
Jonathan discusses the behavioral gap, Buffett’s wager, and the importance of maintaining a long-term investing mindset. As always, please feel...
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Federal Reserve Decision to Raise Interest Rates | Behavioral Finance

March 17, 2017
Jonathan discusses The Federal Reserve’s decision to raise interest rates and offers his perspective on behavioral finance.  
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