Blog Insights
Understanding Wills and Trusts
March 13, 2026
Estate planning can feel overwhelming, but understanding the difference between a will and a trust is an important first step in protecting your family, your assets, and your legacy. A legal will allows you to name guardians for minor children and specify how your assets should be distributed after death. For many families, a will…
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Protecting Our Elders | Wisdom, Wealth, and Wellness
July 10, 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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Recession | Wisdom, Wealth, and Wellness
June 26, 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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Four Ways to Ensure Long-Term Financial Security This Pride Month
June 14, 2023
Happy Pride from Satovsky Asset Management! This month, as we celebrate diversity, love, and inclusion, we would like to highlight…
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Statistics | Wisdom, Wealth, and Wellness
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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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Small Value Companies | Wisdom, Wealth, and Wellness
June 6, 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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Active Managers | Wisdom, Wealth, and Wellness
May 23, 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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Insurance Review | Wisdom, Wealth, and Wellness
May 15, 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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The Banking System
May 10, 2023
About a month ago, I was planning on testing out ChatGPT by having it write the quarterly commentary this quarter,…
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Investments vs. Investors | Wisdom, Wealth, and Wellness
May 2, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is a little early…
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