056 | The Psychology of Investing: Jonathan Blau on Navigating Market Ups and Downs with Jonathan Blau

Vital Strategies

Have you ever wondered why, even with all the right information, investment decisions can sometimes feel like a rollercoaster ride?

On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan explores this question with special guest Jonathan Blau, Owner and CEO of Fusion Family Wealth. Jonathan is a renowned expert in behavioral finance, specializing in helping investors and advisors understand the impact of human behavior on financial decision-making.

Listeners will hear Jonathan share invaluable insights into why embracing market volatility can lead to better returns and how cultivating a long-term mindset can outweigh short-term performance concerns. Whether you're an investor aiming to make more rational choices or a financial advisor looking for tools to educate your clients, this episode delivers actionable strategies and profound wisdom.

Key takeaways:

• Why market ups and downs present opportunities, not obstacles.

• How to stay focused on long-term goals amidst short-term noise.

• Practical steps to make more rational investment decisions.

• Strategies advisors can use to better guide and support their clients.

Find out more about Jonathan Blau:

Fusion Family Wealth

Jonathan Blau LinkedIn

Resources:

Visit www.vitalstrategies.com to download FREE resources

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Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

Credits:

Sponsored by Vital Wealth

Music by Cephas

Audio, video, and show notes produced by TwoTone Creative

Research and copywriting by Victoria O'Brien