May 28, 2020: The Value of Working with a Behavioral Coach

May 28, 2020: The Value of Working with a Behavioral Coach

This week on the video blog, Jonathan discusses the value of working with a behavioral coach to keep you on course and steward the achievement of your mental, physical, and emotional wellness, in life and finance alike.

 

 

Most of us never reach our financial potential because we get in our own way, straying from careful long-term planning. In Your Rich Life, veteran asset manager and financial planner Jonathan Satovsky delivers frank talk on how to stay out of your own way and maximize lifetime returns as an investor.

Satovsky serves as a behavioral coach, bridging the gap between traditional financial planning and asset management to meet readers wherever they are in their financial journey. What results is powerful, organized common sense. Satovsky explores some of the most urgent issues in investment today, including:

  • Whether passive or active management offers better yield
  • Robo-investors
  • The secret to buying low and selling high
  • If the S&P is the right benchmark for you

With this book you’ll create a life of true abundance—one measured beyond the size of your portfolio—en route to the wealth of your dreams.

Learn more about Your Rich Life: A Human Approach to Investment and Building the Wealth of Your Dreams

 

Order Now: Your Rich Life by Jonathan Satovsky
 

 
This video 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 SAM.  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 index information was compiled from sources that SAM believes to be reliable.  No representation of guarantee is made hereby with respect of the accuracy or completeness or such data.  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.
Video recorded on May 28, 2020.
2020-06-05T21:53:10+00:00
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