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Fix It Friday - The Shocking Truth About Safety & Risk: Why The Wealth Management Industry’s Conventional Wisdom Could Destroy Your Wealth
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Welcome to Fix-It Friday, the segment of the Crazy Wealthy Podcast that simplifies financial strategies to help you make smarter money decisions. Hosted by Jonathan Blau, President and CEO of Fusion Family Wealth, each episode explores common biases and decision-making pitfalls that shape our financial thinking—and how to fix them.
In this episode, Jonathan breaks down the difference between volatility and risk, explains how investors often misinterpret short-term market movements, and shares counterintuitive strategies for protecting and growing your purchasing power over time. You’ll learn how reframing risk, return, and volatility can help you become a more confident, long-term investor.
What You’ll Learn in This Episode:
Why volatility is not the same as risk and how misinterpreting it can hurt your portfolio
How short-term market movements often reflect noise, not long-term business fundamentals
The hidden danger of bonds and low-volatility strategies in preserving purchasing power
Behavioral biases like loss aversion and counterintuitive human reactions to stock prices
Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.
Timestamps
00:00 Intro: Welcome to Fix It Friday
01:30 Defining volatility vs. long-term risk
03:00 Short-term price drops vs. underlying business value
07:00 Redefining risk: protecting purchasing power, not principal
11:00 Behavioral biases: loss aversion and counterintuitive investing reactions
14:45 Closing thoughts: why stocks can be safer than bonds
Key Takeaways
Volatility measures price fluctuations, not the long-term risk of investments.
Mistaking short-term market noise for risk leads to poor long-term decisions.
Bonds and “safe” low-volatility strategies can erode purchasing power over time.
Awareness of behavioral biases helps investors make rational decisions during market swings.
About the Host
Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.
Disclosure
Investment advisory services may not be suitable for every investor or portfolio. Neither Fusion’s investment advisor registration status nor prior experience or success should be construed as a guarantee of specific results. Fusion is neither a law firm nor an accounting firm, and none of its services should be interpreted as legal or accounting advice. No portion of this content should be viewed as a guarantee that any client or prospective client will experience a particular outcome or level of results. For additional information regarding Fusion’s investment advisory services and fees, refer to the current written disclosure brochure available upon request or online at www.fusionfamilywealth.com.
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