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“The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.”

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Fear, Fees, and the Fiduciary

February 17, 2017
Jonathan discusses the three F’s important to many investors: Fear, Fees, and Fiduciary responsibility.
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Major Market Events and the Outlook for the Year Ahead

January 6, 2017
Jonathan reviews the major market events of 2016 and discusses his outlook for the year ahead.
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Investor Sentiment

November 23, 2016
Jonathan discusses investment sentiment.
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Heightened Levels of Investor Anxiety During Election Season

November 7, 2016
Jonathan discusses the heightened levels of investor anxiety surrounding the upcoming U.S. Presidential election.
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Global Markets | Federal Reserve Policy | Market Valuations

September 22, 2016
Jonathan discusses his views on the three most important factors currently driving global markets:  Federal Reserve policy, the upcoming Presidential...
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Recent Global Market Developments

July 14, 2016
Jonathan discusses recent global market developments.
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The Investment Implications Of Brexit

The Investment Implications of Brexit

June 24, 2016
Jonathan discusses the market reaction and investment implications of Brexit, the UK’s referendum.
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Optimistic Outlook for Global Equity Markets

June 7, 2016
Jonathan discusses why persistent negative sentiment has reinforced his optimistic outlook for global equity markets.  
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Emerging Markets | Diversification, Patience & Timing for Long-Term Financial Success

March 6, 2016
This video from Dimensional highlights the importance of diversification, patience and time frame in evaluating ‘success’, which is critical when...
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