MYSAM Access

Jonathan Satovsky shares his thoughts and advice on behavioral finance, investing, and wealth management through regular video blogs, reference to relevant articles, and as an expert in wealth management providing sought after commentary for the media.

OUR PRESS

SAM Video Blog March 16, 2017

Jonathan Satovsky discusses The Federal Reserve’s decision to raise interest rates and offers his perspective on behavioral finance. As always, please feel free to share our updates with anyone you think may benefit from our advice.

SAM Video Blog February 17, 2017

Jonathan discussed the three F’s important to many investors:  Fear, Fees, and the Fiduciary Standard.

SAM Video Blog – January 2017

Jonathan reviews the major market events of 2016 and discusses the year ahead.

SAM Video Blog – November 23, 2016

Jonathan discusses investment sentiment.

SAM Video Blog – 2016 November

Jonathan’s November 2016 video blog update, in which he discusses the heightened levels of investor anxiety surrounding the upcoming U.S. Presidential election.

SAM Video Blog September 2016

Jonathan discusses his views on the three most important factors currently driving global markets:  Federal Reserve policy, the upcoming Presidential election, and market valuations.

 

SAM Video Blog July 2016

Jonathan discusses recent global market developments.

SAM Video Blog: Brexit

Jonathan discusses the market reaction and investment implications of the UK’s referendum.

SAM Video Blog June 2016

In this video blog segment, Jonathan discusses why persistent negative sentiment has reinforced his optimistic outlook for global equity markets.

The Department of Labor Fiduciary Rule – April 6, 2016

The release of the Department of Labor’s long-awaited fiduciary rules raises many questions how it will change the financial industry moving forward.  At the core, alignment of interests and seeking solutions in the best interest of the customer should always come first ahead of proprietary product sales.

Lessons from 2015: Emerging Markets

We are sharing the video “Lessons from 2015: Emerging Markets” to share wisdom about diversification, patience and time frame for evaluating success which is critical when investing over a lifetime.

How to Create an International Investing Strategy

U.S. News & World Report, January 12, 2015

Jonathan was asked to share his perspective on international investing.

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Satovsky Asset Management, LLC featured on Larry King’s In View Series

In View with Larry King, October 25, 2014

We are proud to announce that Jonathan appeared on Larry King’s In View series. In View is dedicated to finding stories that showcase innovative solutions to real world problems, and has covered a broad array of topics including breakthroughs in medicine, technology, and finance.

Satovsky Asset Management, LLC named a top 100 Wealth Manager by Wealth and Finance International

Wealth and Finance International

The selection process involved months of gathering votes, researching nominees, and collecting information on the leading players within the investment and financial services communities in order to determine the winners.

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Jonathan recognized as a Five Star Wealth Manager for the third consecutive year

Five Star Professional

Jonathan has been recognized as a Five Star Wealth Manager for 2015, the third consecutive year. The award was given by Five Star Professional, which conducts market-specific research throughout the U.S. and Canada to identify reputable and trustworthy service professionals. Research results undergo a thorough regulatory review, and the award is given to no more than 7 percent of wealth managers in any particular market each year.

Jonathan discusses the impact of the government shutdown on Arise TV

Arise Xchange, October 2, 2013

Jonathan discusses the impact of the government shutdown and debt ceiling on the economy and markets.

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Jonathan Satovsky discusses equity markets and interest rates on Arise TV

Arise Xchange, July 1, 2013

Jonathan discusses developments in the equity and fixed income markets, Federal Reserve policy, and his views on emerging markets.

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Jonathan Satovsky discusses investing and the economy on Arise TV

Arise America, June 14, 2013

Jonathan appears on Arise TV to discuss his views on the economy, Federal Reserve policy, and world markets.

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Jonathan Satovsky appears on Arise TV

Arise America, May 3, 2013

Jonathan discusses his views on the economy, equity markets, and his experience at the annual Berkshire Hathaway shareholder’s meeting.

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Focus On The Fundamentals, Not The Fiscal Cliff

Focus On The Fundamentals, Not The Fiscal Cliff, Forbes.com, Jonathan Satovsky –

December 14, 2012

As we near the end of 2012 and the much-discussed fiscal cliff looms, clients are naturally asking a lot of questions.

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Never Is It The ‘Perfect’ Time To Invest

Never Is It The ‘Perfect’ Time To Invest, Forbes.com, Jonathan Satovsky –

October 26, 2012

A survey of institutional investors by State Street reflected the cautious atmosphere that has been permeating the markets, with roughly three quarters of respondents saying they thought a significant tail-risk event was likely to very likely within the next 12 months.

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Smart People Can Make Stupid Investing Decisions

Smart People Can Make Stupid Investing Decisions, Forbes.com, Jonathan Satovsky –

August 16, 2012

During my career, I’ve worked with many highly intelligent individuals, people with brilliant, Mensa-level minds. Under other circumstances, this might be intimidating, but when it comes to investing, a high I.Q. is no guarantee of investment success—in fact, more often than not, it can be a detriment.

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Jonathan Satovsky discusses Choosing Investments for a Lifetime, Not the Next 20 Minutes with MoneyShow.com

Choosing Investments for a Lifetime, MoneyShow.com, Kate Stalter–
July 31, 2012

New York-based advisor Jonathan Satovsky explains how he steers clients toward investments that can weather market storms, rather than trying to catch yesterday’s hot trend. He also shares some views on funds he uses frequently.

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Have The Nerve To Let Your Investments Work

Have The Nerve To Let Your Investments Work, Forbes.com, Jonathan Satovsky –
July 27, 2012

As a financial advisor, I’ve come to realize that one of the largest barrier to investors succeeding is an unwillingness to decide what they are trying to achieve. Consequently, investors never set realistic goals or devise a reasonable plan to achieve them. Instead, they want it all: steady gains when the markets are declining (at least 5% a year) and superior performance when stock prices are rising (for example, to outperform the S&P 500). And, more often than not, they are disappointed no matter what the markets do.

The way to calm this “performance anxiety” is to match your true investment goals with your existing portfolio. For instance…

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Reuters Video features Jonathan Satovsky

Containing the euro crisis, Reuters, Jill Bennett–
June 15, 2012

Looking for a safe place to hide from what could be a turbulent spillover from the Greek election and the European debt crisis? A financial planner offers some tips as a global strategist explores ways the Federal Reserve could limit the damage to U.S. investors. Jill Bennett reports.

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Timing is Everything But You Can’t Time The Market

Timing is Everything But You Can’t Time The Market, Forbes.com, Jonathan Satovsky –
June 18, 2012

On March 21, Goldman Sachs put out a research report gushing about the opportunities in the stock market: “The prospects for future returns in equities relative to bonds are as good as they have been in a generation,” wrote Goldman’s chief equities strategist.

“Given current valuations, we think it’s time to say a ‘long good bye’ to bonds, and embrace the ‘long good buy’ for equities as we expect them to embark on an upward trend over the next few years.”

At that time, the S&P 500 Index was at 1,405. By the first of June, the S&P 500 had fallen 9%, to 1,278…

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Jonathan Satovsky shares The Five W’s Of Bad Investing Behavior with Forbes.com

The Five W’s Of Bad Investing Behavior, Forbes.com, Jonathan Satovsky –

May 16, 2012

Investors are prone to making irrational decisions. The simple truth is that what feels good, or what satisfies an immediate impulse, is not always compatible with generating positive, long-term returns.

But while investors know the general guidelines for building and growing wealth, they’re often blind to their own recurring mistakes. The 5 W’s of bad investing behavior are some of the most-common behavioral quirks that can keep investors from realizing their financial goals. The solution is to know which characteristics plague your portfolio and to take the appropriate steps to address them.

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Satovsky

As experts in wealth management, Satovsky Asset Management is regularly sought out by the media for commentary on a range of financial services topics. Here is a sample of articles and appearances:

Forbes

Jonathan Satovsky shares The Five W’s Of Bad Investing Behavior with Forbes.com

The Five W’s Of Bad Investing Behavior, Forbes.com, Jonathan Satovsky –

May 16, 2012

Investors are prone to making irrational decisions. The simple truth is that what feels good, or what satisfies an immediate impulse, is not always compatible with generating positive, long-term returns.

But while investors know the general guidelines for building and growing wealth, they’re often blind to their own recurring mistakes. The 5 W’s of bad investing behavior are some of the most-common behavioral quirks that can keep investors from realizing their financial goals. The solution is to know which characteristics plague your portfolio and to take the appropriate steps to address them.

Read More

Jonathan Satovsky on Wall Street Week: Global Micro-Cap Investing

Global Micro-Cap Investing, Wall Street Week –
December 11, 2011

Jonathan Satovsky, of Satovsky Asset Management, explains why individuals and institutions need to consider some longer term investments. Satovsky offers one idea and discusses how investors can “compartmentalize” to deal with high short term volatility in this excerpt from a recent interview.

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Jonathan Satovsky tells Crain’s New York Business how to be a successful hedge fund manager.

Hedge Fund Stars Plummet to Earth, Crain’s New York Business, Aaron Elstein –
October 30, 2011

Three years ago, John Paulson bet the house against housing and got incredible results. When the real estate bubble popped, the hitherto-unknown hedge fund manager pocketed a tidy $15 billion…

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CNBC’s Financial Advisor Network Features Jonathan Satovsky.

CNBC’s Financial Advisor Network
October 20, 2011

 

 

 

Jonathan Satovsky advises when clients should re-evaluate portfolios in SmartMoney.

Another Jolt of a Yo-Yo Market, SmartMoney, Jonelle Marte –
October 10, 2011

Investors are getting a nice nudge on their portfolios today, but many financial advisers have been offering a cautious tone about following an up and down market too much…

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The worst may be yet to come for stocks, Jonathan Satovsky tells SmartMoney.

Sorry You Went to Cash?, SmartMoney, Jonelle Marte –
August 13, 2011

So you cashed out. And now that the Dow ended last week with two straight days of triple digit gains, you’ve probably been kicking yourself since Friday’s close, wondering what you’re going to do…

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Jonathan Satovsky speaks to Crain’s New York Business about the importance of entrepreneurs managing their finances.

Rx for Entrepreneurs Who Neglect their Finances, Crain’s New York Business, Anne Fisher  –
July 22, 2011

It’s a common variation on the old saw about the shoemaker’s children going barefoot. Entrepreneurs who can tell you every detail of their firms’…

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Jonathan Satovsky discusses investment strategies in appearance on CNBC.

Markets Move Lower on Weak Economy, CNBC –
June 6, 2011

Jonathan stops by CNBC to discuss his investment strategies in the current economy.

 

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Morningstar Advisor profiles Jonathan Satovsky in the April/May issue.

Cool Logic, Warm Intent, Morningstar Advisor, Katie Stalter –
April/May, 2011

Jonathan Satovsky pairs rigorous modeling with noble ideals for the benefit of his clients.

Statistics, calculus, and logic were Jonathan Satovsky’s best subjects in college. This suggests the the New York-based advisor is driven by…

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Jonathan Satovsky shares with Wall Street Journal his first investing experience.

Remembering the First Time, Wall Street Journal, Charles Passy –
March 14, 2011

You never forget your first—investment, that is.

For many financial professionals, that first foray into stocks, mutual funds or any other type of investment is what shaped their view on the markets and inspired them to enter the field. Which is not to say the investment always paid off. Either way, the lessons learned can stay with a pro for a lifetime.

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Jonathan Satovsky shares important steps for a successful retirement with TheStreet.com.

Buck the Trend and Retire Early, TheStreet.com, Joe Mont –
January 11, 2011

Industry surveys and coffee shop talk alike are full of alarming stories about how a growing number of those nearing retirement age will need to keep working past 65. Financial inadequacy is the culprit, especially on the heels of a recession that cut deep into savings…

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Jonathan Satovsky tells Forbes.com investors who accumulate the lion’s share of their net worth in company stocks run the risk of financial ruin.

Asset Allocation For Your Whole Life, Forbes.com, William Baldwin –

November 18, 2010

When planning investments, consider your entire life.  What are the three most important things in investing?  Allocation, allocation, allocation.  That’s the gospel in the financial planning business.  It’s not your stock selection that really matters…

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