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

Investing for Generational Wealth

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:

• Website: www.fusionfamilywealth.com
• Podcast: crazywealthypodcast.fusionfamilywealth.com
• Email: [email protected]
• Phone: [phone]
• Fax: [phone]

Reach Clive Capital:

• Website: https://www.clivecap.com/
• LinkedIn (Keshav Kolur): Keshav Kolur
• Calendly (Keshav): Book a call
• LinkedIn (John Lai): John Lai
• Calendly (John): Book a call
• Email: [email protected]
• Phone: [phone]