Blog Insights
$1 Billion AUM
February 13, 2026
This week, Satovsky Asset Management crossed $1 billion in assets under management. We’re proud of the milestone, but even more proud of how we got here. Client by client. Conversation by conversation. Decision by decision. Growth was never the goal. Doing the right thing, consistently, was. Thank you to the families and individuals who trust…
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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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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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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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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…
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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…
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