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“The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.”

DR. SEUSS

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Wealth Management |

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 afternoon, this is Jonathan Satovsky…

Market Analysis |

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 of taking a lifelong approach…

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.

Market Analysis |

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 the returns of stock and…

Instead of thinking about your return on investment, what is your ROAR: Return on a Relationship, and why is that important?

Wealth Management |

Return on Investment or Return on Relationship?

April 16, 2021·

Investors commonly focus on the returns of their investment portfolio and overlook or minimize the intrinsic value derived from investing in the advisory relationship. In…

This article explores different types of life insurance policies and offers tips for determining the right amount and type of coverage for you.

Wealth Management |

Life Insurance Made Simple – Everything You Need To Know

March 31, 2021·

This article addresses the uncertainty surrounding life insurance by exploring the different types of life insurance policies available, the different uses for those policies, how…

Investment Advice |

Top Reasons To Sell Restricted Stock Units On The Vesting Date

March 2, 2021·

Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management. On today’s episode of wisdom, wealth and wellness, I want to talk about restricted stock…

Investment Advice |

What Can Tom Brady Teach Investors About Winning?

February 3, 2021·

This commentary is an excerpt from our Q4 2020 Market Report, which also features world capital market performance along with the returns of stock and…

Jonathan Satovsky reflects on the rollercoaster of 2020, and offers advice on mindful living to bring joy to each moment in 2021 and beyond.

Financial Mindfulness |

The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness

December 17, 2020·

Jonathan Satovsky reflects on the rollercoaster of 2020, and offers advice on mindful living to bring joy to each moment in 2021 and beyond. …

Thanksgiving - gratitude - wealth - Day Gratitude | Investment Advice

Financial Mindfulness |

Bringing Gratitude To Every Moment This Thanksgiving

November 25, 2020·

Jonathan shares an important message about the pursuit of joy, and finding gratitude within yourself, even during the most testing of times. Good…

Wealth Management |

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

October 21, 2020·

An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment decisions.

Wealth Management |

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 afternoon, this is Jonathan Satovsky…

Market Analysis |

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 of taking a lifelong approach…

Market Analysis |

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 the returns of stock and…

Wealth Management |

Return on Investment or Return on Relationship?

April 16, 2021·

Investors commonly focus on the returns of their investment portfolio and overlook or minimize the intrinsic value derived from investing in the advisory relationship. In…

Wealth Management |

Life Insurance Made Simple – Everything You Need To Know

March 31, 2021·

This article addresses the uncertainty surrounding life insurance by exploring the different types of life insurance policies available, the different uses for those policies, how…

Investment Advice |

Top Reasons To Sell Restricted Stock Units On The Vesting Date

March 2, 2021·

Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management. On today’s episode of wisdom, wealth and wellness, I want to talk about restricted stock…

Investment Advice |

What Can Tom Brady Teach Investors About Winning?

February 3, 2021·

This commentary is an excerpt from our Q4 2020 Market Report, which also features world capital market performance along with the returns of stock and…

Financial Mindfulness |

The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness

December 17, 2020·

Jonathan Satovsky reflects on the rollercoaster of 2020, and offers advice on mindful living to bring joy to each moment in 2021 and beyond. …

Financial Mindfulness |

Bringing Gratitude To Every Moment This Thanksgiving

November 25, 2020·

Jonathan shares an important message about the pursuit of joy, and finding gratitude within yourself, even during the most testing of times. Good…

Wealth Management |

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

October 21, 2020·

An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment decisions.

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Blog Insights

“The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.”

Categories

Sign Up

Your investing philosophy is exponentially more important than performance

Investing is a Lifelong Process – Warren Buffet & Charlie Munger’s Berkshire Hathaway Annual Conference

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

Return on Investment or Return on Relationship?

Top Reasons To Sell Restricted Stock Units On The Vesting Date

What Can Tom Brady Teach Investors About Winning?

The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness

Bringing Gratitude To Every Moment This Thanksgiving

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

Your investing philosophy is exponentially more important than performance

Investing is a Lifelong Process – Warren Buffet & Charlie Munger’s Berkshire Hathaway Annual Conference

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

Return on Investment or Return on Relationship?

Top Reasons To Sell Restricted Stock Units On The Vesting Date

What Can Tom Brady Teach Investors About Winning?

The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness

Bringing Gratitude To Every Moment This Thanksgiving

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

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Read The Latest From our Blog

This one is not to be missed...

Is Freedom Free? Solving The Equation

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Blog Insights

“The more that you read, the more things you will know. The more that you learn, the more places you’ll go.”

Categories

Sign Up

Your investing philosophy is exponentially more important than performance

Investing is a Lifelong Process – Warren Buffet & Charlie Munger’s Berkshire Hathaway Annual Conference

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

Return on Investment or Return on Relationship?

Life Insurance Made Simple – Everything You Need To Know

Top Reasons To Sell Restricted Stock Units On The Vesting Date

What Can Tom Brady Teach Investors About Winning?

The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness

Bringing Gratitude To Every Moment This Thanksgiving

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

Your investing philosophy is exponentially more important than performance

Investing is a Lifelong Process – Warren Buffet & Charlie Munger’s Berkshire Hathaway Annual Conference

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

Return on Investment or Return on Relationship?

Life Insurance Made Simple – Everything You Need To Know

Top Reasons To Sell Restricted Stock Units On The Vesting Date

What Can Tom Brady Teach Investors About Winning?

The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness

Bringing Gratitude To Every Moment This Thanksgiving

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

Watch Our Latest Webinar

Gain industry insights, market news and behavioral coaching through our free webinars

Read The Latest From our Blog

This one is not to be missed...

Is Freedom Free? Solving The Equation

Get Wealth insights Delivered To Your Inbox

“The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.”