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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The Most Anticipated Recession Ever
February 15, 2023
I started the last quarterly letter stating that a common theme in these letters over the last year has been…
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In Pursuit of Being Healthy, Wealthy, and Wise
February 1, 2023
With each new year comes new resolutions and goals. If your January plans did not pan out as you hoped,…
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Leverage | Wisdom, Wealth, and Wellness
January 25, 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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Understanding | Wisdom, Wealth, and Wellness
January 18, 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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Passion and Preparation | Wisdom, Wealth, and Wellness
January 12, 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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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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