Blog Insights
Effective Strategies for Personal Budgeting
June 15, 2026
"Most budgeting problems aren’t math problems, they’re visibility problems", says Jonathan Satovsky, CEO of Satovsky Asset Management. "If you want to know how to budget, start by making your cash flow easy to see: what comes in, what goes out, and what’s left to save." Think of a budget as a GPS. You choose the…
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Financial Risk
June 3, 2026
I find it fascinating that while we can mathematically model a person's need and capacity for financial risk, we can't…
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Financial Advice
June 2, 2026
What are you really paying for when you hire a financial advisor? It’s not just for the portfolio management. I…
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Jonathan Satovsky Speaks with Nicholas Janni – Author, Teacher, Coach and Transformational Guide
May 19, 2026
In this episode of Wisdom, Wealth and Wellness, Jonathan Satovsky speaks with Nicholas Janni, author of "Leading in Chaos" and…
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Hyper-Personalized Wealth Management for Individuals and Families
May 18, 2026
For high-net-worth individuals and families, wealth management is about more than portfolio performance. It is about preserving what you have…
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Challenges Successful Entrepreneurs Face and How They Use Wealth Advisors
April 30, 2026
Successful entrepreneurs know how to build. But protecting what they have built requires a different kind of discipline. This article…
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How Do You Help People
April 22, 2026
"I do not have all the answers, but I can approach things with deep empathy and try to understand what…
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Saving for Education: Understanding Your Options in 2026
April 13, 2026
Education planning is more than saving for tuition. It is about choosing the right tools, managing tax tradeoffs, and balancing…
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Performance Anxiety
April 6, 2026
In discussing performance anxiety, I realized the importance of authenticity. Early in my career, I often felt anxious about providing…
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Do What’s Right For You
April 6, 2026
Why do we often feel pressured to follow the crowd, especially in finance? There are real dangers in conforming to…
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