Jonathan discusses Valentine's Day loving habits and mindset for investing in profitable businesses for a lifetime. Concentration to get rich and diversify to stay rich, the simple concept that many business owners and executives anchor the control of ownership stake in their own business and how to transfer the mindset to passive ownership in
Jonathan discusses principles from late Vanguard founder Jack Bogle, reviews asset class performances in 2018, and adds context to the performance of cash in long term investors' portfolios.
“The Federal Reserve, Fears about the Market, and Financial Planning in 2019”: Jonathan M Satovsky discusses the Federal Reserve's upcoming December meeting and what it could mean for the markets, fears around recent volatility, and the important financial planning habits going into 2019.
“Halloween Hysteria: The Market’s Trick is Your Treat!”: Jonathan M Satovsky discusses recent investor sentiment in the markets, reframes it in context of historical intra-year market movement, and shows that the hysteria of short-term events acts a positive for long-term investors.
“Lehman, the Lottery, and the Long View”: Jonathan M Satovsky discusses markets 10 years after the Lehman Brothers collapse, describes how consumers' lottery habits hurt them, and explains his emphasis on the long view when setting investing goals.
“Markets, Mindset, and the Middle Way”: Jonathan M Satovsky discusses return attribution in the domestic financial markets, explains the middle way for investors, and adds context to recent emerging market performance.
Jonathan discusses trust in equity markets and the myth of the best investment strategy.
Jonathan discusses the impact of the new tax reform legislation as well as our updated cyber-security policies.
Jonathan discusses positive global trends, negative news coverage, and research on sustainable investing strategies.
Jonathan discusses small-cap tilts and the recent outperformance of foreign equities.