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EP. 62 - Identify & Modify Common Investor Biases | Behavioral Finance Webinar with Jonathan Blau

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Manage episode 484964678 series 3522872
Content provided by Keshav Kolur. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keshav Kolur or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ever wondered why even experienced investors sometimes make irrational decisions? In this insightful webinar replay, Jonathan Blau, founder and CEO of Fusion Family Wealth, dives into the psychological biases that can derail investment strategies. Learn how to recognize your own biases and develop strategies to improve financial decision-making.

What You’ll Learn:

  • ✅ The most common behavioral biases that affect investment decisions
  • ✅ How emotional reactions to market events can sabotage your financial plan
  • ✅ Practical techniques to reshape your “money behavior” for better investing outcomes
  • ✅ Real-world examples of how biases play out in the financial markets

About Jonathan Blau:

Jonathan Blau is a leading voice in behavioral finance with a practical, client-centered approach to wealth management. As the CEO of Fusion Family Wealth, a Long Island-based RIA with $1.1 billion under advisement, Jonathan specializes in guiding high-net-worth clients to make rational investment decisions despite market volatility.

Jonathan’s philosophy emphasizes that investor temperament—how you act—matters more than what you know. Through his deep experience, he helps clients ignore market noise and stay committed to long-term financial goals.

📌 Whether you're new to investing or a seasoned professional, this session offers valuable insights into how to think clearly about your investments and maintain emotional discipline.

Reach Jonathan:

Reach Clive Capital:

  continue reading

63 episodes

Artwork
iconShare
 
Manage episode 484964678 series 3522872
Content provided by Keshav Kolur. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keshav Kolur or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ever wondered why even experienced investors sometimes make irrational decisions? In this insightful webinar replay, Jonathan Blau, founder and CEO of Fusion Family Wealth, dives into the psychological biases that can derail investment strategies. Learn how to recognize your own biases and develop strategies to improve financial decision-making.

What You’ll Learn:

  • ✅ The most common behavioral biases that affect investment decisions
  • ✅ How emotional reactions to market events can sabotage your financial plan
  • ✅ Practical techniques to reshape your “money behavior” for better investing outcomes
  • ✅ Real-world examples of how biases play out in the financial markets

About Jonathan Blau:

Jonathan Blau is a leading voice in behavioral finance with a practical, client-centered approach to wealth management. As the CEO of Fusion Family Wealth, a Long Island-based RIA with $1.1 billion under advisement, Jonathan specializes in guiding high-net-worth clients to make rational investment decisions despite market volatility.

Jonathan’s philosophy emphasizes that investor temperament—how you act—matters more than what you know. Through his deep experience, he helps clients ignore market noise and stay committed to long-term financial goals.

📌 Whether you're new to investing or a seasoned professional, this session offers valuable insights into how to think clearly about your investments and maintain emotional discipline.

Reach Jonathan:

Reach Clive Capital:

  continue reading

63 episodes

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