Blog Insights
Stamina & Endurance
January 7, 2026
When it comes to investment returns, size matters—but perhaps not in the way you'd think. Historically, small companies have outshined large ones with 20% compounded annual growth over the past centuries. Yet, the past 10 to 20 years have seen large companies leap ahead, boasting around 15% annual returns. Is this a temporary trend, or…
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Your Rich Life Book is Now Available!
November 12, 2019
Jonathan M Satovsky shares the launch of his new book Your Rich Life: A Human Approach to Investment and Building…
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Balancing Consumption & Saving | Developing Long-Term Investing Patterns
October 3, 2019
Jonathan M Satovsky discusses how media headlines can perpetuate a self-fulfilling prophecy and how this has increased recent investor anxiety.…
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The Future Will Always Be Better Than The Past
September 5, 2019
Jonathan M Satovsky discusses how headlines and investor pessimism leads to flows into “safe” investments, equity outperformance over time in…
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Tax-Loss Harvesting | Offsetting Future Gains
August 27, 2019
Jonathan M Satovsky discusses how in periods of high volatility, we should ride the wave by leveraging Tax-Loss Harvesting to…
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Should You Invest More Conservatively As You Get Older?
July 26, 2019
Jonathan Satovsky hosts a Summer School class on the benefits of focusing the mind on investing in small and profitable…
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Times of High Anxiety Make for a Good Time To Invest
June 27, 2019
Jonathan M. Satovsky discusses the benefit of people reflecting on their behavior and balancing the here and now with the…
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Women in Wealth | Why Women Tend To Out-Perform Men in the Financial Markets
May 14, 2019
In honor of Mother’s Day, Jonathan discusses women and their role in investing in our culture. He also explains how…
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Mitigate Tax Ramifications by Owning a Globally Diversified Portfolio
April 12, 2019
Jonathan talks about 1st Quarter 2019 market performance and the persistency of factors in the markets. He further explains how…
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Mindfulness and the Math of Money
March 14, 2019
Jonathan Satovsky discusses mindfulness, March Madness and the math of money. He explains how awareness, discipline and collaboration are essential…
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