Blog Insights
2% of Companies
March 30, 2026
Did you know that from 1926 to 2026, a staggering 60% of publicly traded companies have generated returns less than Treasury bills? And only 2% of companies have accounted for all the market's positive returns. Talk about a tough market! Nvidia, a prime example, experienced drawdowns as deep as 96%, despite its massive returns. Does…
Read MoreSign Up
Get the latest on retirement and investing
Fear Sells | Jonathan Satovsky Thoughts
January 17, 2025
In wealth management, adopting an endowment mindset can transform how you approach your financial future. By focusing on sustainable strategies…
Read More
The Endowment Mindset | Wisdom, Wealth, and Wellness
December 27, 2024
In wealth management, adopting an endowment mindset can transform how you approach your financial future. By focusing on sustainable strategies…
Read More
The Bull and the Bear | Wisdom, Wealth, and Wellness
December 19, 2024
Bull/bear spreads. What does that mean? When people are super optimistic about the future, they place bets or express optimism…
Read More
Adapt | Wisdom, Wealth, and Wellness
November 25, 2024
Elections often stir strong emotions, but navigating the financial landscape requires focusing on long-term strategies rather than reacting to short-term…
Read More
The Power of Incentives | Wisdom, Wealth, and Wellness
November 20, 2024
In this reflective piece, Jonathan Satovsky shares insights from his experience at Ireland's Kilkenomics - The World's First Economics and…
Read More
Investing Is Simple but Not Easy
November 6, 2024
Investing Is Simple but Not Easy1 The market continued its fantastic run in the third quarter of 2024. The S&P…
Read More
Stick to the Plan | Wisdom, Wealth, and Wellness
October 28, 2024
Consistency and discipline are key to long-term wealth management. Read on to see how a steady strategy leads to lasting…
Read More
The Centurion Rule | Wisdom, Wealth, and Wellness
October 7, 2024
Join Jonathan Satovsky as he reflects on how the principles we follow in financial advisement can lead to more meaningful…
Read More
The Three Keys | Wisdom, Wealth, and Wellness
September 25, 2024
Jonathan Satovsky shares the three essential keys to successful financial planning. By mastering these principles, you can navigate the complexities…
Read Moremore