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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Coronavirus and Your Wealth Plan – a Rational Perspective

Coronavirus and Your Wealth Plan – a Rational Perspective

February 5, 2020

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 ...

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The Impending Recession and Inverted Yield Curve-Why they are irrelevant!!



July 21, 2019

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, ...

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

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How to make sense of the market climate in 2019

December 19, 2018

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 ...

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Was Global Diversification a Turkey in 2018?




November 21, 2018

We don’t have to be smarter than the rest, we have to be more disciplined than the rest.

-Warren Buffet

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 ...

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Has the Market Gone Mad!!!!

February 7, 2018

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 ...

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Why The Markets Can’t Go Higher!!!

June 22, 2017

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 ...

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Crisis Events

June 24, 2016

Brexit, US Elections, Isis? Which poses the greatest threat to investor portfolios?

ANSWER: None of the above!  The greatest threat is not currently on the minds of most investors.  It is in their minds.

Throughout hundreds of years of history such timely threats as those mentioned in this email’s subject line have been empty ones.  Acting on idle threats by altering long term portfolio strategies often causes irreversible – even fatal — damage ...

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