Join us for this week’s Fix?It?Friday?to discover why, aside from inflation and investors themselves, performance chasing may be one of the greatest threats to achieving long-term financial goals. #Sp500 #financialplanning #investment #behavioralfinance #money #financialfreedom #succesfulinvesting #financialadvisor #behavioralinvestmentcounseling #wealthcreation #wealthmindset #retirementplanning #personalfinance #retirement #riskmanagement #financialliteracy #entrepreneur #business #financialadvice #financialplanner #financialgoals #emotionalinvesting Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions.? No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial.
Fusion Family Wealth
金融服务
Woodbury，New York 206 位关注者
Helping investors behave their way to wealth.
关于我们
Founded in November, 2013, Fusion Family Wealth is a fee-only, fiduciary Registered Investment Advisor (RIA) overseeing over $1 billion in Assets Under Management and Advisement. As President/CEO, I am committed to providing our clients with independent and objective advice informed by my expertise in investor behavior & my strong academic training in the areas of finance, accounting and taxation and wealth advisory experience spanning close to three decades. As a "fee-only" advisor, we are proud to be held to the highest legal "Fiduciary" standard of care, always acting in the best interests of our clients. This contrasts with the far lower "suitability" standard of care to which the largest brokerage firms like Morgan Stanley, UBS, Merrill and others are generally held. Behavioral finance -- understanding what drives people to make decisions about money, under uncertain conditions, that are against our own interests -- is the key differentiator of Fusion's advice model. The factors causing poor money decisions are identifiable, repeated and predictable. Left unchecked, they lead to the "buy high/sell low, repeat until broke" investing pattern. We "fuse" this behavioral finance expertise with our strong technical skills to devise plans that each investor is more likely to be able to adhere to. This is the Fusion difference. Most advisors focus on controlling what goes on inside the portfolio — which cannot be controlled. We focus on helping clients control what goes on between the ears — the only thing they can consistently control. Successful investing pivots almost always on what the investor/advisor does and almost never on what they know. The industry generally believes the opposite is true. PsyFi? is our trademarked term that relates to our focus on -- and ability to understand -- investor PSYchology to help our clients achieve better FInancial outcomes.
- 网站
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https://www.fusionfamilywealth.com
Fusion Family Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Woodbury，New York
- 类型
- 私人持股
- 创立
- 2013
地点
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主要
获取路线
88 Froehlich Farm Blvd
Suite 401
US，New York，Woodbury，11724
Fusion Family Wealth员工
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Amy Blau
Chief of Staff at Fusion Family Wealth
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Jonathan R. Blau
President and Chief Executive Officer at Fusion Family Wealth
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Drew Gordon
Aspiring Wealth Manager – Recent Graduate University at Buffalo Business School | Academic Focus on Marketing & Consumer Behavior | Financial…
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jonathan blau
Chief Executive Officer at Fusion Family Wealth
动态
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Jonathan sits down with Chadwick Ford, a special ops veteran and founder of Elysium Aero, to explore the striking parallels between military strategy and financial planning. Chad shares his distinguished military background and reveals how risk assessment, adaptability, and mission-focused discipline apply just as much to the battlefield as they do to building long-term financial security. They dive into the nuances of known and unknown risks, the importance of learning from history rather than just knowing it, and the necessity of removing emotions from decision-making. Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial.
Ep 4 - Financial and Life Survival Strategies with a Special Ops Veteran Chadwick Ford: Tactics for Overcoming Biases in Wealth and Warfare
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Learn the dangers of allowing expert opinions or market forecasts to influence your investment strategy. Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions.? No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial.?
Fix It Friday Ep. 6 - Beware Allowing the Illusion of Predictive Value to Influence Portfolio Decisions!
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A few weeks ago, Fusion shared a podcast regarding resiliency when faced with an economic challenge. The guest on the podcast happened to be Sergeant Fred Gold, Jonathan's father-in-law. We wanted to share the honor he received this weekend from UBS Arena and the New York Islanders as military hero of the game. Ep 3 - Resilience in Financial Adversity: Fred Gold's Recipe For Lasting Happiness After Catastrophic Financial Loss https://hubs.li/Q0346nvV0 please click above to revisit the episode and click below to view the honor
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Fusion is proud to featured in a leading Australian publication — The Inside Advisor — for our unique approach to behavioral investment planning.Jonathan is featured in The Inside Adviser
Jonathan is featured in The Inside Adviser
fusionfamilywealth.com
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Bonds are risky and stocks are safe! If you think you read that wrong, listen to today’s Fix-It Friday. ”#wealthmanagement#wealth #financialplanning#wealthbuilding #investment#money #financialfreedom#investing #financialadvisor #finance#wealthcreation#wealthmindset#retirementplanning#personalfinance #retirement#financialservices #financialliteracy#investments #invest #insurance#entrepreneur #business#financialadvice Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions.? No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial.?
Fix It Friday Ep. 5 - The Myth of The Risk of Stocks
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This episode with Fred Gold a great example on how to deal successfully with the sudden adverse financial shock that might have ruined many others' financial lives. #financialplan#behavioralfinance#Arthur Andersen#enterprisegroup#wealthmanagement#wealth #financialplanning#wealthbuilding#investment#money #financialfreedom#investing #financialadvisor #finance#wealthcreation Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions.? No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial.?
Ep 3 - Resilience in Financial Adversity: Fred Gold's Recipe For Lasting Happiness After Catastrophic Financial Loss
podcasts.apple.com
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Learn what dangers arise from current investor complacency and overconfidence Disclaimer Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions.? No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial.
THIS TIME IS DIFFERENT
fusionfamilywealth.com
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Do you find yourself seeking certainty regarding your financial future and investments? Learn the dangers of always seeking certainty regarding your financial future and investments Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial.
Fix It Friday Ep. 4 - Seeking Certainty: The Investor’s Paradox
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