Jonathan M. Bergman

I provide unbiased, personal financial advice to high net worth individuals and families.

[Jonathan M. Bergman @JonathanBergman]

Over the last few years, I have noticed a pattern of successful investors in their 70s seeking a professional advisor/thought partner but unable to ultimately commit.

In this piece for WealthManagement, I share my experience and p…https://t.co/Iv79NIhevi https://t.co/eZ7IvRd83A

[Jonathan M. Bergman @JonathanBergman]

A tale of two markets in one blue chip index.

[Jonathan M. Bergman @JonathanBergman]

Amidst a slow-growing economy, such as the one we’re in now, stocks should be revalued lower when rates rise. Just the opposite has taken place. This market is not supported by fundamentals. Here are five investment ideas to immediately consider.

https://t.co/4JU5fNaZnO

[Jonathan M. Bergman @JonathanBergman]

@profgalloway If only you could buy a sarcasm checkmark…

[Jonathan M. Bergman @JonathanBergman]

@jasongay Giannis displays unbelievable composure during an emotional moment. He is so gifted on and off the court.

[Jonathan M. Bergman @JonathanBergman]

We took home two awards at last week's Private Asset Management Awards ceremony including Best Multi-Family Office (under $10B). Great clients, a great team and a great platform made this possible. Thanks to all of our stakeholders! https://t.co/ev6m0ZXZIO

[Jonathan M. Bergman @JonathanBergman]

@erenbali @CarbonHealth @CVSHealth Congrats Eren!

[Jonathan M. Bergman @JonathanBergman]

@jasongay Especially in $3 beer Madison!

[Jonathan M. Bergman @JonathanBergman]

@RealTimers @profgalloway @billmaher @wyntonmarsalis @MattWelch Blunt and concise, the dawg (@profgalloway ) speaks truth.

[Jonathan M. Bergman @JonathanBergman]

@jasongay Best graf in WSJ history:

USC and UCLA won’t be the last institutions to bolt to conferences that make no sense. Hold on for Oregon to the Big East. The Sorbonne to the WAC. Vineyard Vines to the Ivy League. Notre Dame to heaven…where they’d still lose in the playoff.

[Jonathan M. Bergman @JonathanBergman]

Impossible to call bottoms (or tops), but I think broad inflation is about to roll over. Starting to see some prices stabilizing. Inflation expectations for 5-yr TIPS have declined (thx Jurrien Timmer). https://t.co/C5H0h7NFbV

[Jonathan M. Bergman @JonathanBergman]

Jeff Tumolo wrote this and we posted it to the website last week. Markets move fast.... https://t.co/txxuEeAjso

[Jonathan M. Bergman @JonathanBergman]

The Great Unwind begins this month. The Fed has done a masterful job describing its plans clearly, but no one knows how the bond market will react to $50b (and ultimately $90b) off monthly run-off. Even the Fed notes, "the potenti…https://t.co/diKoDqWfnu https://t.co/JkMVgEMVGW

[Jonathan M. Bergman @JonathanBergman]

I had the opportunity to chat with John Rigas about the US water industry, a $100 billion, highly fragmented, capital-starved industry. One-third of US water systems are out of regulatory compliance. Yikes!

(Link below.) https://t.co/Pno0E3geTJ

[Jonathan M. Bergman @JonathanBergman]

Both Neil Shapiro and I (plus some other industry vets) shared tips for running successful family meetings with @paikert Lots of good nuggets in this Barron's Advisor article. https://t.co/HIp5jn8UgF

[Jonathan M. Bergman @JonathanBergman]

@IvanTheK That is not normally known until the sitting Governor resigns.

[Jonathan M. Bergman @JonathanBergman]

...this IS 100%. Need that edit button ASAP @elonmusk

[Jonathan M. Bergman @JonathanBergman]

In my experience, this 100% for those under 30 (and probably older too).

What do many other young(ish) people in the workforce have in common? They’re still on their parents’ phone plan. https://t.co/qexQZfJ0ST

[Jonathan M. Bergman @JonathanBergman]

Great recognition for our great due diligence team. https://t.co/aZ4wV3xN70

[Jonathan M. Bergman @JonathanBergman]

@HastyHighlights New York

[Jonathan M. Bergman @JonathanBergman]

@DBasner1 @RexChapman @SethDavisHoops ��