Blog Insights
Market Drawdowns
January 19, 2026
An Unusual Year. Did you know that in 2025, despite almost a 20% market drop due to the "Trump tariff tantrum," the year still ended with double-digit returns? It's a clear reminder that market drawdowns, though unsettling, are often followed by recovery. Understanding this helps manage expectations and maintain resilience.
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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…
Read MoreConcentrate to Get Rich, Diversify to Stay Rich | Investing in Profitable Businesses
February 15, 2019
Jonathan discusses building loving habits and mindset for investing in profitable businesses for a lifetime. Concentration to get rich and…
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Jack Bogle’s Investment Principles | Continued Education, Long-Term Thinking & Keeping It Simple
January 18, 2019
Jonathan discusses principles from late Vanguard founder Jack Bogle, reviews asset class performances in 2018, and adds context to the…
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Saving For Retirement, and Spending In Retirement | Financial Planning Advice
December 18, 2018
Jonathan Satovsky discusses fears around recent volatility, and the importance of playing an active role in your retirement savings plan,…
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Thanksgiving Day Gratitude | Investment Advice
November 21, 2018
Jonathan discusses investing in the Markets vs. Cash - maintaining a long term investment perspective. Metrics on business / stock…
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Halloween Hysteria | The Market’s Trick is Your Treat!
October 26, 2018
This is Jonathan Satovsky of Satovsky Asset Management, and today I wanted to talk about Halloween and hysteria. So we've…
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Lehman, the Lottery, and the Long View
September 28, 2018
Jonathan M Satovsky discusses markets 10 years after the Lehman Brothers collapse, describes how consumers' lottery habits hurt them, and…
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Markets, Mindset, and the Middle Way for Investors
August 30, 2018
Jonathan M Satovsky discusses return attribution in the domestic financial markets, explains the middle way for investors, and adds context…
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