THE MARKET: THE YEAR THAT WAS AND THE ROAD AHEAD

December 22, 2020
Saying that 2020 was a challenging year is like saying World War I was a challenging conflict. I can’t remember a time in modern history when we were forced to confront two concurrent fears, each causing wide spread panic on their own:

1. The partial or complete loss of our income;
2. The existential threat of having to face our mortality or that of ...

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Important Disclosure Information

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Fusion Family Wealth, LLC [“Fusion]), or any non-investment related content, made reference to directly or indirectly in this commentary, will be profitable, equal any corresponding indicated historical performance level(s), ...

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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

July 14, 2020

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.

PLEASE CLICK ON LINK TO OPEN ARTICLE:
https://webreprints.djreprints.com/57478.html

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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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Pandemic Payoff- The Time For Behavioral Finance Is Now

June 1, 2020

CHARLES PAIKERT, NEW YORK

Regular FWR correspondent Charles Paikert takes a look at the world of behavioral finance, a topic that we have examined before. The turbulent financial and economic situation has thrown a sharp spotlight on this discipline.
Behavioral finance, the stepchild of behavioral economics, appears to have found its moment.
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Fusion highlighted as a thought leader in a leading family office publication

April 30, 2020

Behavioral Finance Tested By Extraordinary Times

TOM BURROUGHES, GROUP EDITOR 

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 ...

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

March 19, 2020

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THE GREAT 2020 PANICDEMIC!

                                                              

THE GREAT 2020 PANICDEMIC! HOW TO COPE

March 19,2020

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 ...

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Coronavirus threat and best moves to protect your portfolio now! 

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February 29, 2020

First, let’s consider whether Coronavirus is a truly unique threat.  We have had some major modern pandemics – a level that Coronavirus has ...

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