Blog Insights
Paying for Performance
June 4, 2025
I've been contemplating the complexities of "paying for performance" when hiring financial professionals. A key insight? Investor expectations often fluctuate between seeking relative returns during market upswings and desiring absolute returns during downturns. Balancing these dual expectations is essential for sustainable investment performance. Much like endurance sports, sprinting might win a race, but pacing ensures…
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Behavioral Financial Planning | Wisdom, Wealth, and Wellness
January 4, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Statistical Significance | Wisdom, Wealth, and Wellness
December 28, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Credit Spreads | Wisdom, Wealth, and Wellness
December 13, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you're in. This is Jonathan Satovsky of…
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Navigating Headwinds | Wisdom, Wealth, and Wellness
December 6, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Perplexing Headlines | Wisdom, Wealth, and Wellness
November 29, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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What We “Know”
November 15, 2022
A common theme in our letters over the last year has been that it’s very hard to time the market.…
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The Fundamentals of Donor-Advised Funds
November 14, 2022
As we head into the season of giving and approach the end of 2022, it’s the perfect time to talk…
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Multigenerational | Wisdom, Wealth, and Wellness
November 8, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Don’t Get Spooked | Wisdom, Wealth, and Wellness
October 31, 2022
Good afternoon, good evening, good morning. Depending on the part of the world you’re in. This is Jonathan Satovsky, Halloween…
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