The Election, Markets and Your Plan – What me Worry?!

October 23, 2020


I chose this newsletter’s topic in response to the countless inquiries as to what portfolio response is prudent given the perceived extreme uncertainties surrounding the upcoming election.
First, Fusion’s golden rules:
1. All successful investing is goal-focused and planning driven, such that all successful investors are continuously (ALWAYS) acting on a plan;
2. All failed investing is market focused and current events/performance driven, such that all ...

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Fusion published in Barron’s

Explore why the ultra-wealthy make the same behavioral investment faux pas as average investors- derived from investment disclosures of TIGER 21 (“member’s only”) peer-to-peer investment group for the uber-wealthy.


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Historic Highs What Now?

                  June 29, 2020


S & P 500 (“market”) Approaches Historic Highs. What Now?

 On March 20, 2020, near the apex of investor, financial media, economic forecaster and big brokerage firm catastrophism, Fusion counseled our clients to take advantage of what we identified as one of the five best opportunities in the past 50 years. Admittedly, ...

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Fusion highlighted as a thought leader in a leading family office publication

Behavioral Finance Tested By Extraordinary Times


The discipline of behavioral finance has evolved over recent years, and the massive economic changes wrought by COVID-19 give examples of how the insights are being put to work in the wealth management industry. There is still plenty of room for development and education, people working in the field say.

Human emotions ...

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Jonathan’s Discussion of Behavioral Finance During Times of Extreme Volatility

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This crisis is more emotionally unsettling than most if not all I have ever experienced because it is the first time we have had to confront two concurrent fears, each of ...

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How to make sense of the market climate in 2019

Bull Markets are born on pessimism, they grow on skepticism, they mature on optimism and they die on euphoria

Sir John Templeton

While nobody can know where the market is headed in the short run, I learned long ago that to get a sense of the highest probability of where markets are headed in the intermediate term, studying recent market movements, market and economic trends, geopolitical and other current events is ...

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Coronavirus and Your Wealth Plan – a Rational Perspective

Coronavirus and Your Wealth Plan – a Rational Perspective

As we enter the new decade, the media catastrophists continue to aid investors in allowing, even encouraging, human nature to destroy their investment plans and wealth with the sensationalized “reporting” on the Coronavirus.

On Friday, January 17 – after a dramatic 40% runup that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed ...

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The impending recession and Inverted Yield Cure-Why they are irrelevant!!


First, some historical facts about recessions:

1. There have been 11 since WWII, occurring on average, one year in seven and, on average, they last 11 months;

2. An inverted yield curve refers to when the yield on the two year treasury is higher than on the 10 year treasury. The economy has experienced a recession, on average, 17 months after an inversion occurs;

3. The inversion that ...

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Jonathan Is Honored with the Long Island Business News 2019 Executive Circle Award

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