Financial Literacy Month | Wisdom, Wealth, and Wellness

Jonathan Satovsky
CFP®, ChFC®, CIMA®, CPWA®, CDFA®, DACFP

Imagine a world where every decision is powered by understanding, not guesswork, understanding.

This month, we celebrate that vision.

Daniel Kahneman, a Nobel laureate, transformed this approach to thinking, decision-making, and financial wisdom. And unfortunately, he was lost to us this past month, the month of March. But his insights remind us that behind every choice, there’s a story, a bias, a leap of human thought.

In this Financial Literacy Month, April is Financial Literacy Month, let’s channel Kahneman’s teachings, understanding that biases that lead us astray can empower our financial decisions, turning our dreams into plans, and our plans into reality.

So, join us in paying tribute to a visionary, and let’s make every decision, every dollar, count. Because when you know better, we live better. Dive into the wisdom of Kahneman. Think about reading [Kahneman’s book] Thinking, Fast and Slow, and recognize that making decisions out of your gut is not always the wisest thing to do.

Let us transform our financial futures together, discover more insights, and stories that can change lives—and spread that wisdom to enlighten other people’s paths one post at a time.

Have a wonderful day.

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Video Recorded March 27, 2024
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Disclosures

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 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.

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