
Is it possible to consistently and accurately predict what will happen a day, a month, a year, or a decade from now? Most will say no, yet much of conventional investment advice tries to do just that—most often by analyzing historical investment data with the hope of finding a pattern that worked in the past and that (hopefully) will work in the future. However, hope is not an investment strategy. The past is behind us and as far as I know, no guarantee exists that the past will repeat in the future (if such a guarantee did exist, the future would indeed be predictable!)
At MJB Asset Management, we keep the focus of our analysis and money management strategy in the present moment rather than getting stuck in the past or lost in the future. We analyze investment markets within the context of wisdom gained from the past and goals set for the future, however, we concentrate on present investment conditions, valuations and risk levels and use that current information to identify investment opportunities and create portfolios that best match our clients’ present investment goals.
By staying in the present moment, we are free to remain flexible, observe any changes in the markets and/or client circumstances, and make changes along the way that will more effectively help our clients reach their specific goals
By understanding that there is nowhere to be except here—with our clients, doing what we have been hired to do—we are able to look at every one of our clients and say: "We are with you in this endeavor, all the way, all the time."
We invite you to leave your past investment experiences behind, to join us as we invest in the moment, and let us help you on your journey to meeting your investment goals.
MJB Asset Management’s founder and CEO Richard Bregman is frequently featured as an investment expert in the media, with recurrent appearances on ABC-7 Eyewitness News to shed light on market turbulence and to answer viewer’s financial questions. Here are a few media highlights:
2012
2011
Richard Bregman appears on ABC-7 Eyewitness News to answer viewers' financial questions:
2009
Richard Bregman appears on ABC-7 Eyewitness News to answer viewers' financial questions:
2008
Richard Bregman appears on ABC-7 Eyewitness News to answer viewers' financial questions:
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"Is it better to put cash toward credit cards or in savings?" |
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"What can we do to ride out these tough times?" |
Investment CPR, MJB Asset Management's event series, aims to breathe life into investors' portfolios by featuring interviews with top mutual fund managers and other investment professionals to discuss the current investment market, where to find opportunities, and how to protect portfolios from unseen risk. If you would like to be added to the invitation list, please send an email to admin@mjbam.com.
Richard Bregman, Founder and CEO of MJB Asset Management shares his thoughts in the MJB blog: Investment CPR.
"Spring Has Sprung" (April 2013). Download letter [PDF]
"The Fiscal Cliff: A Spoonful of Sugar" (November 2012). Download letter [PDF]
"Keeping Cool" (October 2012). Download letter [PDF]
"A Whale of a Time" (July 2012). Download letter [PDF]
"Embracing the Whole Picture" (January 2012). Download letter [PDF]
"Facing the Absurd Conflict" (November 2011). Downloand letter [PDF]
"Taking the Road (More or) Less Travelled" (July 2011). Download letter [PDF]
"Fear-based [Investment] Fantasies" (March 2011). Download letter [PDF]
"Investors' Baggage" (September 2010). Download letter [PDF].














