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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Travel, Emerging Markets, And Breaking Through The Noise

Travel, Emerging Markets, and Breaking Through the Noise

July 25, 2018
Jonathan Satovsky discusses recent global market performance, demographic trends in emerging markets, and the ability to break free from daily…
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Building Good Investor Habits & Eating Your Own Cooking

Building Good Investor Habits & ‘Eating Your Own Cooking’

June 19, 2018
Jonathan M Satovsky discusses the importance of developing good savings habits, the distractions caused by feeding into the frenzy of…
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Diversification as a Means of Fighting Fear and Behavioral Bias | Behavioral Finance

May 25, 2018
Diversification as a Means of Fighting Fear and Behavioral Bias
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Consumer Vs Investor Expectations | Warren Buffett

Consumer vs Investor Expectations | Warren Buffett

April 30, 2018
Jonathan Satovsky discusses Amazon's focus on consumer expectations, Warren Buffett's investment philosophy of benign neglect, and developments in global markets.…
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Value Investing | Education Over Speculation

March 29, 2018
Jonathan Satovsky discusses investor sentiment and reviews the historic evidence for value investing.  
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Reacting To Market Fluctuations With A Long-Term Investor Mindset

Reacting to Market Fluctuations with a Long-Term Investor Mindset

February 9, 2018
Jonathan Satovsky discusses the recent upswing in market volatility.  
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Trust in the Equity Markets and the Myth of the Best Investment

January 30, 2018
Jonathan discusses trust in equity markets and the myth of the best investment strategy.  
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Impact of the New Tax Reform Legislation

December 20, 2017
Jonathan discusses the impact of the new tax reform legislation as well as our updated cyber-security policies.  
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Global Trends, Negative News, Sustainable Investing Strategies

Global Trends, Negative News, Sustainable Investing Strategies

November 22, 2017
Jonathan discusses positive global trends, negative news coverage, and research on sustainable investing strategies.  
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The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.

DR. SEUSS

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