Blog Insights
Negativity Bias
March 31, 2026
Ever notice how bad news hits harder than good news helps? That’s negativity bias, our brain’s tendency to focus more on negative experiences. It can make economic downturns feel worse than they are. By recognizing this bias, we can step back, see the bigger picture, and not let pessimism take over. Challenging times have often…
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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…
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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…
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Yield | Wisdom, Wealth, and Wellness
September 10, 2024
Many wealthy and retired investors frequently express a need for yield to sustain their lifestyle in retirement. In this post,…
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Keep It Simple | Wisdom, Wealth, and Wellness
August 14, 2024
When someone receives a large sum of money unexpectedly, sudden wealth syndrome can take place, leading to anxiety, isolation, and…
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A Cat Has Nine Lives
July 25, 2024
The market continued its fantastic run in the second quarter of 2024. It almost seems as if the Stock Market…
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Statistical Anomalies | Wisdom, Wealth, and Wellness
July 23, 2024
In the fascinating world of statistics, anomalies hold a unique allure for enthusiasts like Jonathan Satovsky. These deviations from the…
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Hedge Clippers | Wisdom, Wealth, and Wellness
June 18, 2024
In our latest blog post, Jonathan Satovsky discusses how whether you are managing a portfolio or gardening, regular maintenance is…
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Lessons from St Andrews | Wisdom, Wealth, and Wellness
June 10, 2024
Jonathan Satovsky reflects on his recent experience of playing golf at The Old Course at St Andrews, drawing parallels between…
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Tracking Error | Wisdom, Wealth, and Wellness
May 20, 2024
Wealth management is all about cultivating lasting financial confidence over generations. Drawing insights from Warren Buffett's long-term investment approach, Jonathan…
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