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The more that you learn, the more places you’ll go.”

DR. SEUSS

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Math, Money, and Mindset — Achieve Your Dreams

July 26, 2021
Jonathan Satovsky joins Money Mindset with Gull Khan to discuss the importance of “Math, Money, and Mindset” in bridging your...
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Mindful Investing and the Three Pillars of Wealth

July 26, 2021
Jonathan Satovsky joins Martin Bamford on Informed Choice Radio to share the easy steps you can take to begin investing...
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Paying For Education: College Savings Plans

Saving for Education – Have You Considered Your Options?

July 19, 2021
This article explores the importance of having an education savings plan, the main vehicles for saving including their advantages and...
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Take A Hike! The Advice You’ve Been Waiting For

July 8, 2021
In this video blog blog, Jonathan suggests ‘taking a hike’ might be the best advice one could be given!  ...
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Looking Forward: Cryptocurrency

July 1, 2021
In this excerpt from SAM’s recent webinar event, we discuss the current limitations of cryptocurrency, and specifically bitcoin as an...
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Jason Blumstein, CFA® addresses anticipated inflation activity as the economy begins to re-open by considering historical inflation trends and the key drivers of inflation activity.

Looking Forward: Current Market Activity and Inflation Trends 

June 24, 2021
In this excerpt from SAM’s recent webinar event, we address anticipated inflation as the economy begins to re-open by considering...
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In this excerpt from SAM’s recent webinar event, Christine Lucero, JD, CFP®, CPWA® provides an update on the proposed changes to US income & estate tax laws, as at June 8, 2021.

Proposed Changes to US Income and Estate Tax Laws

June 17, 2021
In this excerpt from SAM’s recent webinar event, Christine Lucero, JD, CFP®, CPWA® provides an update on the proposed changes...
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Investing Philosophy is exponentially more important than performance

Your investing philosophy is exponentially more important than performance

May 20, 2021
Jonathan Satovsky talks about why it’s more important to have a good investing philosophy than obsess about performance.   Good...
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Investing is a Lifelong Process – Warren Buffet & Charlie Munger’s Berkshire Hathaway Annual Conference

May 4, 2021
Jonathan Satovsky provides commentary and key insights from Warren Buffet and Charlie Munger’s Annual Berkshire Hathaway conference, including the importance...
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An analysis of all-time market highs over the past century with insights on whether or not to invest in a record high market climate.

Markets Are At All-Time Highs, Should I Invest?

April 30, 2021
This commentary is an excerpt from our Q1 2021 Market Report, which also features world capital market performance along with...
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