Jonathan Satovsky on Forbes: Have The Nerve To Let Your Investments Work

Jonathan Satovsky on Forbes: Have The Nerve To Let Your Investments Work

August 13, 2012 | New York City

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…

Read More

Get the Latest Wealth Insights, Delivered.

Stay Informed

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 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.

More

Further Reading

Always on the run

December 18, 2025
Feeling overwhelmed by financial uncertainty? One effective way to manage this is through grounding techniques. Simple acts like standing in…
Read More

Learning something new

December 12, 2025
Balancing practical investments with visionary moonshots is essential. While reliable, profitable businesses ground us, it’s the moonshots that spark transformative…
Read More

Measuring Success

December 11, 2025
Success in financial planning isn’t one-size-fits-all. It might mean reaching key goals, feeling confident in your plan, or outperforming the…
Read More

We know your time is valuable,
We promise not to waste it.

Get Wealth insights Delivered To Your Inbox

Don’t miss a beat – Sign up to have the latest investor insights, mindfulness tips and market news from our blog delivered right to you.