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/

March 4, 2020: Choosing Facts over Fear!

This week on the blog, Jonathan discusses the importance of choosing a fact over fear mindset to achieve abundance over scarcity. 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 about

February 26, 2020: Maintaining a Long-Term Outlook

This week on the blog, Jonathan discusses how the impact of global events offers profitable opportunities for the long-term investor.  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 about our

February 14, 2020: Culture – Collaboration – Confidence – Compounding

This week on the blog, Jonathan shares some Valentine's Day sentiment about harnessing Culture, Collaboration and Confidence to create a future of Compounding in both love and wealth! 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

Press: Jonathan Satovsky in conversation with Kim Ades

January 14, 2020 NEW YORK, NY Jonathan and Kim Ades from Frame of Mind Coaching™ discuss Your Rich Life: A Human Approach to Investment and Building the Wealth of Your Dreams and explain how introducing financial literacy at an early age encourages a growth mindset that translates into a journey of abundance and financial success.

SAM Video Blog November 12, 2019

Jonathan M Satovsky shares the launch of his new book Your Rich Life: A Human Approach to Investment and Building the Wealth of your Dreams. This book provides insight on financial literacy, behavioral finance, and habits to achieve the wealth of your dreams.

SAM Video Blog October 3, 2019

Jonathan M Satovsky discusses how media headlines can perpetuate a self-fulfilling prophecy and how this has increased recent investor anxiety. He also offers guidance to help investors lean into a long-term investor mindset.

SAM Video Blog September 5, 2019

Jonathan M Satovsky discusses how headlines and investor pessimism leads to flows into “safe” investments, equity outperformance over time in US and foreign markets, and planting seeds for the future.

SAM Video Blog August 27, 2019

Jonathan M Satovsky discusses how in periods of high volatility, we should ride the wave by leveraging Tax-Loss Harvesting to create tax credits that may otherwise be ignored.

SAM Video Blog July 26, 2019

Jonathan Satovsky hosts a Summer School class on the benefits of focusing the mind on investing in small and profitable businesses for the long-term; especially as life expectancy continues to increase.