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Investing While Sad
One year ago, I wrote a note titled “The Time to Invest Is When Things Feel the Worst.” The article used charts to show that, 12 months after the most…
Apr 24
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Jonathan Swanburg
3
2
The Good News Is There. It Just Doesn't Make Headlines
When you watch the news, it is easy to believe that the stock market is out of touch with all the terrible things happening in the world.
Apr 17
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Jonathan Swanburg
3
1
Vibes & Valuations
Great companies and great investments are not always the same thing.
Apr 10
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Jonathan Swanburg
1
2
What You're Trying to Teach and What You're Actually Teaching
I see a lot of articles about why opening a stock trading account for your child is a good way to teach financial literacy, investing, and the value of…
Apr 3
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Jonathan Swanburg
2
2
March 2026
The Price Is the Risk
The greatest risk doesn’t come from low quality or high volatility.
Mar 27
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Jonathan Swanburg
3
2
Everyone Thinks They'll Get Out in Time
Nothing so undermines your financial judgement as the sight of your neighbor getting rich.” – JP Morgan
Mar 20
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Jonathan Swanburg
1
2
The Eternal Promise of Easy Money
Back in November of 2023, I did an interview with Greg Greenberg from InvestmentNews on the topic of private credit.
Mar 13
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Jonathan Swanburg
2
2
Iran, Uncertainty, and Why We're Staying the Course
This week, I received a few calls and emails from clients asking whether we should increase our allocation to cash until things with Iran become less…
Mar 6
•
Jonathan Swanburg
1
February 2026
Midterm Volatility Is Right on Schedule
It would be easy to look at this week’s headlines and think things are getting worse.
Feb 27
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Jonathan Swanburg
1
2
Great Years Still Include Scary Declines
This week, we hosted a seminar at our office titled “What 2025 Taught Us – And What it Means for the Year Ahead.” A copy of the slides can be downloaded…
Feb 20
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Jonathan Swanburg
1
2
The Retirement Spending Myth Most Calculators Get Wrong
Planning for how retirees actually spend, not how calculators assume they spend.
Feb 13
•
Jonathan Swanburg
1
2
43% of Stocks Lost Money in a Great Market
When someone says, “Stocks have been doing well,” it is important to remember that not all stocks are the same, and investors with concentrated…
Feb 6
•
Jonathan Swanburg
4
2
1
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