WAS GLOBAL EQUITY DIVERSIFICATION A TURKEY IN 2018?
We don’t have to be smarter than the rest, we have to be more disciplined than the rest.
Over our many decades offering investment advice, we’ve inherited many more portfolios that had investor problems than investors who had portfolio problems
–Fusion Family Wealth
Many investors, particularly prospective investors who interviewed Fusion in the latter part of 2018, expressed their concern that, “global diversification ...
For some context, I will begin by offering a brief history of stock market declines:
* The S & P 500 has had intra-year declines of 14% (known as a correction), on average, every year since WWII
* A decline of about twice that amount (30%, on average) – known as a bear market — has occurred one year in ...More →
In recent meetings with clients and prospective clients, investor sentiment is quite pessimistic, they think that we are in some sort of bubble, that there was a “Trump bump” or that the Market is high simply because there is no alternative — “TINA” — to stocks.
We offer an alternative perspective for the current level – and probable future higher level 1 — of ...More →
Behavioral Apathy Seen As Biggest Threat to Returns
By Murray Coleman – May 30, 2017
Investment advice is becoming a highly commoditized marketplace. But recent industry research offers wealth managers a clear path to separating themselves from the pack — that is, focus on coaxing better behavior out.
“Behavioral coaching is almost a ...More →
BY JONATHAN BLAU, PRESIDENT & CEO, FUSION FAMILY WEALTH
The principles of Behavioral Finance are critical for each investor to understand and incorporate into their investment planning construct in order to maximize the probability of achieving their financial goals and to avoid taking actions that create permanent capital loss.
Two of the most successful investors ...More →
“In December 2014, The NYBKW Charitable Foundation hosted an event that raised over $65,000 for Cohen Children’s Medical Center, for a system that makes an MRI machine less intimidating for children. This system includes special glasses and headphones that block out the loud, scary sounds of the MRI machine and allows children to watch TV and movies, while benefiting from this life-saving diagnostic tool.
The event would not have been such a success without the ...
A new relationship with Dynasty Financial Partners gave one UBS AG advisory team the opportunity to strike out on its own. Jonathan Blau, founder of Fusion Family Wealth LLC, spoke about his team’s decision to shift to an independent model and explained what resources Dynasty Financial brings to his firm’s clients. In an interview with SNL Financial, Blau also provided his perspective on behavioral finance and how he advises clients.
The following is an edited transcript ...More →
Fusion Family Wealth LLC presumed the economics of buying top research wasn’t there — but was shown otherwise
by Brooke Southall
Brooke’s Note: Dynasty Financial was quiet, very quiet, for months on end. But now it has started to rack up wins, big, exotic ones, with a vengeance. More impressive is that in each case, the newly minted RIA principals named Dynasty as a key missing piece for emerging from the wirehouse womb. This Blau departure is the second ...More →
By Corrie Driebusch
A team of financial advisers from UBS AG (UBS, UBSN.VX), who managed $900 million in client assets, has launched an independent advisory firm.
The newly formed Fusion Family Wealth LLC has partnered with Dynasty Financial Partners, according to the wealth-management services and technology platform provider.
The team has offices in both New York City and Long Island, N.Y., and was founded by Jonathan Blau. His wealth-management practice is rooted in the behavioral finance aspect of investing and how emotion and ...More →