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"Learning never exhausts the mind."

LEONARDO DA VINCI

Your Rich Life

A Human Approach to Investment and Building the Wealth of Your Dreams

As part of our ongoing emphasis on investor education, we are excited to announce the release of Your Rich Life: A Human Approach to Investment and Building the Wealth of Your Dreams.

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.

This book aims to inspire a life of true abundance—one measured beyond the size of your portfolio—en route to the wealth of your dreams.

Reviews

“Satovsky delivers important investment and life lessons every investor can benefit from. Read and reap!”

– Larry Swedroe, Reviewer’s Accolades Director of Research at Buckingham Advisor

Your Rich Life is a short book about long-term investing. Jonathan Satovsky does a great job of explaining the power of patience when combined with understanding yourself and the investment basics–lessons every investor can benefit from!”

Joel Greenblatt, Adjunct Professor of Value Investing, Columbia Business School; Investment Manager, Gotham Asset Management

“Does your financial advisor ever feel frustrated? Despair over how you two are communicating? If you think not, think again. Most advisors try valiantly to educate you, try to do the right thing for you, and deliver on your expectations. Yet clients sometimes don’t listen or ignore sound advice. A client’s high expectations and an honest dialogue sometimes clash, so Your Rich Life comes just in time to help. Illustrating how to be more mindful of the entirety of one’s wealth, Jonathan Satovsky also tackles unspoken issues head on, like bad decisions a client makes, how markets can fool you, and the value of radical transparency. A veteran of the financial crisis who knows well the dangers when brokers sell products and media cares only about the next 24 hours, Jonathan has written a most useful how-to for building a better partnership between client and advisor.”

Charlotte Beyer, Founder, Institute for Private Investors

 

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Taking Stock With SAM: A Market Discussion – June 2023

June 30, 2023
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Taking Stock With SAM: A Market Discussion – March 2022

March 16, 2022
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The Economy is Re-Opening: What Is The Path Forward?

June 21, 2021

Blog Insights

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Sell It All

April 23, 2025
Did you know there’s a strategy that aligns your assets with your liabilities to help you manage your financial obligations...
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“Do I Need To Do Anything?”

April 22, 2025
Jonathan Satovsky addresses individuals’ concerns about their investments amid market volatility. He recounts a recent gathering where friends expressed anxiety...
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The 100-Year Flood

April 21, 2025
Today, I reflect on the critical importance of financial planning to withstand unexpected financial challenges, which I metaphorically describe as...
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S&P 500

April 18, 2025
Jonathan Satovsky discusses the recent decline of over 10% in the S&P 500 index within the first 72 days of...

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