Blog Insights on investments, finance, wealth, behavior, markets, analysis

Instead of thinking about your return on investment, what is your ROAR: Return on a Relationship, and why is that important?

Wealth Management |

Return on Investment or Return on Relationship?

April 16, 2021·

Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management. We are back outside; sun is shining, birds are chirping. And today, I want to…

This article explores different types of life insurance policies and offers tips for determining the right amount and type of coverage for you.

Wealth Management |

Life Insurance Made Simple – Everything You Need To Know

March 31, 2021·

This article addresses the uncertainty surrounding life insurance by exploring the different types of life insurance policies available, the different uses for those policies, how…

Investment Advice |

Top Reasons To Sell Restricted Stock Units On The Vesting Date

March 2, 2021·

Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management. On today’s episode of wisdom, wealth and wellness, I want to talk about restricted stock…

Investment Advice |

What Can Tom Brady Teach Investors About Winning?

February 3, 2021·

This commentary is an excerpt from our Q4 2020 Market Report, which also features world capital market performance along with the returns of stock and…

Jonathan Satovsky reflects on the rollercoaster of 2020, and offers advice on mindful living to bring joy to each moment in 2021 and beyond.

Financial Mindfulness |

The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness

December 17, 2020·

Jonathan Satovsky reflects on the rollercoaster of 2020, and offers advice on mindful living to bring joy to each moment in 2021 and beyond. …

Thanksgiving - gratitude - wealth - Day Gratitude | Investment Advice

Financial Mindfulness |

Bringing Gratitude To Every Moment This Thanksgiving

November 25, 2020·

Jonathan shares an important message about the pursuit of joy, and finding gratitude within yourself, even during the most testing of times. Good…

Wealth Management |

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

October 21, 2020·

An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment decisions.

Wealth Management |

Adversity & Resilience in Seeking Wisdom, Wealth & Wellness

October 16, 2020·

This week on the blog, Jonathan talks about facing adversity, building resilience and the importance of defining your why in seeking Wisdom, Wealth, and Wellness. Good…

Market Analysis |

There is No Debate – The Financial Market Doesn’t Care Who the President is in the Long-Run

October 5, 2020·

An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment decisions.

Market Analysis |

Presidential Elections & Investing | Should I Invest During Elections?

September 25, 2020·

This week on the blog, Jonathan Satovsky analyzes how elections affect investing by looking at historical market volatility during previous elections and discusses whether you…

Blog Insights

“The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.”

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Return on Investment or Return on Relationship?

Top Reasons To Sell Restricted Stock Units On The Vesting Date

What Can Tom Brady Teach Investors About Winning?

The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness

Bringing Gratitude To Every Moment This Thanksgiving

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

Adversity & Resilience in Seeking Wisdom, Wealth & Wellness

There is No Debate – The Financial Market Doesn’t Care Who the President is in the Long-Run

Presidential Elections & Investing | Should I Invest During Elections?

Get Wealth insights Delivered To Your Inbox

Blog Insights

“The more that you read, the more things you will know. The more that you learn, the more places you’ll go.”

Categories

Sign Up

Return on Investment or Return on Relationship?

Life Insurance Made Simple – Everything You Need To Know

Top Reasons To Sell Restricted Stock Units On The Vesting Date

What Can Tom Brady Teach Investors About Winning?

The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness

Bringing Gratitude To Every Moment This Thanksgiving

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

Adversity & Resilience in Seeking Wisdom, Wealth & Wellness

There is No Debate – The Financial Market Doesn’t Care Who the President is in the Long-Run

Presidential Elections & Investing | Should I Invest During Elections?

Get Wealth insights Delivered To Your Inbox

“The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.”