Blog Insights
The Rule of 72
May 20, 2025
One concept that never fails to fascinate me is the Rule of 72. It's a handy formula to estimate how long it will take for an investment to double at a fixed annual rate. Just divide 72 by your annual return rate. For instance, with a 4% return, your investment doubles in 18 years. Simple…
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Pay Your Future Self — Summer School Edition
August 23, 2021
Jonathan Satovsky reflects on how the excitement of this summer has led to a focus on fast money, instead of…
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Is Freedom Free? Solving The Equation
August 13, 2021
This commentary is an excerpt from our Q2 2021 Market Report, which also features world capital market performance along with…
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The Benefits of Tranquility & Kindness
August 11, 2021
Today, Jonathan Satovsky reflects on how taking a step back from the busy world can open you up to new…
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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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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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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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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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