Behavior-Based Investment Strategies

June 3, 2025

Episode 096: On this week’s episode of The Connected Advisor, I speak with Jonathan Blau, President and CEO at Fusion Family Wealth. Known as a “trusted advisor to trusted advisors,” Jonathan brings decades of experience partnering with accounting and law firms to offer comprehensive financial guidance.

We discuss behavioral finance, how Fusion Family Wealth disrupts traditional investment strategies, and what it takes to stand out as an independent financial advisor. Jonathan offers a unique perspective on investing, challenging conventional wisdom around risk and safety. He also shares his passion for philanthropy and his work with Sunrise Day Camp, an organization supporting children with cancer and their families.

Key Takeaways

Behavioral finance plays a vital role in helping clients stay grounded, especially during market volatility. It empowers them to tune out fear-driven headlines and avoid impulsive, fad-based decisions.

As technology and AI reshape the financial landscape, the heart of wealth management remains unchanged: human connection and the behavioral insight that builds long-term trust and value.

Great financial advising goes beyond numbers — it’s about understanding people. Advisors must offer not only strategic guidance, but also emotional support as clients face life’s financial complexities.

Quotes

“Stocks are safe. Real estate is safe. Bonds are risky. We have to tell people something that’s both counter-cultural and counterintuitive.” ~ Jonathan Blau

“Inflation is the disease of money. Bonds are the carriers of the disease.” ~ Jonathan Blau

“We need to own real assets that have the ability to appreciate and counter inflation, not put assets in paper assets that lead to the diminution of that purchasing power itself.” ~ Jonathan Blau

Links

Jonathan Blau on LinkedIn

Connect with our hosts

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