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

Satovsky Asset Management

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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This blog post is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by Satovsky Asset Management, LLC (“SAM”). SAM is a registered investment advisor with the Securities and Exchange Commission – for more information see www.adviserinfo.sec.gov. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market indata. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.

Further Reading

The Centurion Rule | Wisdom, Wealth, and Wellness

Join Jonathan Satovsky as he reflects on how the principles we follow in financial advisement can lead to more meaningful outcomes. His concept of “The Centurion Rule” emphasizes that true...

The Three Keys | Wisdom, Wealth, and Wellness

Jonathan Satovsky shares the three essential keys to successful financial planning. By mastering these principles, you can navigate the complexities of saving and investing with confidence, ensuring long-term success and...

Yield | Wisdom, Wealth, and Wellness

Many wealthy and retired investors frequently express a need for yield to sustain their lifestyle in retirement. In this post, Jonathan Satovsky explores why a shift in perspective from chasing...

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