Blog Insights
Financial Risk
June 3, 2026
I find it fascinating that while we can mathematically model a person's need and capacity for financial risk, we can't create a perfect formula for their willingness to take it. This psychological component is in constant flux, shifting day-to-day, even minute-to-minute. Think about how market news or a conversation with a friend can instantly change…
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Jonathan Satovsky interviews Tommy Tardie, creator of New York’s Flatiron Room
April 2, 2026
In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky interviews hospitality visionary Tommy Tardie, creator of New York’s…
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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…
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2% of Companies
March 30, 2026
Did you know that from 1926 to 2026, a staggering 60% of publicly traded companies have generated returns less than…
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Yesterday’s Trash
March 27, 2026
Over the past few years, small growth companies have faced a tough ride. From 2022 to 2025, these stocks saw…
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Retirement Planning: How To Ensure Financial Readiness
March 20, 2026
Retirement should not be about watching savings run down. It should be about creating reliable income, managing taxes wisely, and…
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Market Volatility and How to Deal with It
March 19, 2026
When financial headlines turn red, human instinct is to do something immediately to stop the pain. However, decades of market…
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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…
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Strategies for Effective Wealth Management Today
March 11, 2026
Why true wealth management is about coordination, not just accumulation Most people do not think of their financial life as…
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Jonathan Satovsky Interviews Brian Whetten
March 5, 2026
In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky and guest Brian Whetten explore the challenges of authentic…
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