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Financial Advice
June 2, 2026
What are you really paying for when you hire a financial advisor? It’s not just for the portfolio management. I was reminded of something Larry King once alluded to: the real value is in having someone who can challenge you thoughtfully. Someone who presents ideas with clarity and empathy, helping you see your financial situation…
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OK, this is a truth bomb!
February 25, 2026
Hey friends! Today, I’m getting real about judgment and acceptance, admitting my own struggles and sharing how I’m working to…
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How do you take care of people?
February 24, 2026
Today Jonathan addresses the pitfalls of fragmented communication in financial planning, where multiple separate conversations can lead to confusion and…
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How do you help people?
February 20, 2026
"I do not have all the answers, but I can approach things with deep empathy and try to understand what…
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Factor Investing
February 16, 2026
Ever wondered how to stay calm during market fluctuations? Charlie Munger's philosophy of indifference to short-term market noise encourages patience…
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$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…
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Data can be misleading
January 26, 2026
Encountered some incorrect financial data recently? You're not alone. The emotional impact can be intense, and I experienced it firsthand.…
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Jonathan Satovsky Interviews Christine Richmond
January 26, 2026
In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky interviews Christine Richmond, a licensed social worker and care…
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Ever been intimidated
January 25, 2026
Did you know that the principles of financial compounding can apply to life goals too? Incremental progress in areas like…
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Another Year Down (really up!) | Q4 2025 Quarterly Market Commentary Video
January 21, 2026
Satovsky Asset Management CIO Avi Berg comments on the 2025 Q4 market. DOWNLOAD Q4 2025 MARKET REVIEW PDF
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