Satovsky Asset Management Advice

About Satovsky Asset Management Advice

At SAM our dedicated team of professionals consider it our fiduciary duty to provide clients with the highest standard of care in the advisory world. To learn more about our services get in touch with a member of our team today. https://www.satovsky.com 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 At SAM our dedicated team of professionals consider it our fiduciary duty to provide clients with the highest standard of care in the advisory world. To learn more about our services get in touch with a member of our team today.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 https://www.satovsky.com/investor-education-book/

July 3rd, 2020: Special Edition Vblog: Greg Harden & Controlling the Controllables

This week on the video blog, Jonathan pays tribute to American independence and University of Michigan's Greg Harden while reminding us to focus on process over performance. He emphasizes the importance of controlling the controllables, and understanding that good performance is a byproduct of good planning, practice, process and persistence.  Happy July 4th weekend from

The Ultimate Tool K.I.T. For Curing Emotional Investor Decisions

Jason Blumstein, CFA, Senior Investment Analyst Satovsky Asset Management  06/25/20 NEW YORK, NY As we continue to grapple with the Coronavirus pandemic, it seems the looming question on everyone’s mind and across every news headline is, when can we expect a cure for COVID-19? While doctors and scientists work around the clock to

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

May 22, 2020: Attitudes – Analysis – Abundance

This week on the SAM video blog, Jonathan discusses how Attitudes lead to more reflective Analysis. This helps foster an effort to craft a life of long-term Abundance!   At SAM our dedicated team of professionals consider it our privilege as well as our fiduciary duty to provide clients with the highest standard of care in

May 15, 2020: Fighting Fear with Facts

This week on the blog, Jonathan discusses the importance of fighting fear with facts in regards to current market activity. At SAM our dedicated team of professionals consider it our fiduciary duty to provide clients with the highest standard of care in the advisory world. To learn more about our services get in touch

May 8, 2020: Q1 Town Hall Webinar

The SAM team came together with clients and colleagues to address current market events outlined in the SAM Q1 Quarterly Letter, discuss the importance of staying the course during times of ambiguity, and advise on ways to safeguard your long-term financial health and sustainability. KEY WEBINAR TAKEAWAYS: Long term perspective and goal-oriented planning are critical to

April 14, 2020: Change, Perspective & Market Timing

On the blog this week, Jonathan shares important lessons on Change, Perspective and Market Timing to foster a mindset of abundance and investing with confidence.   At SAM our dedicated team of professionals consider it our privilege as well as our fiduciary duty to provide clients with the highest standard of care in the advisory

March 24, 2020: How to Survive, and Thrive!

On the blog this week, Jonathan shares some insight on how to survive and thrive with a sense of calm confidence.   At SAM our dedicated team of professionals consider it our privilege as well as our fiduciary duty to provide clients with the highest standard of care in the advisory world. To learn more