Blog Insights
Statistics, Statistics, Statistics
December 17, 2025
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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Creating Financial Abundance | Overcoming Obstacles to Success
August 24, 2017
Jonathan Satovsky discusses his mission to create abundance for others, common obstacles to success, and popular investor concerns.
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How to Setup a Long-Term Financial Plan
June 30, 2017
Jonathan discusses the importance of ignoring the headlines, new fund flow data, and how to set up a long-term financial…
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Tricking Yourself Into Long-Term Investor Success
June 6, 2017
Jonathan Satovsky discusses the importance of saving, common investor pitfalls, and how to trick yourself into long-term success.
Read MoreInvestor Risk Tolerance | Spread Between Value and Growth Companies
May 23, 2017
Jonathan discusses investor risk tolerance in the context of yesterday’s selloff, as well as the spread between value and growth…
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The Buffett Bet & Digital Technology
April 28, 2017
Jonathan discusses the behavioral gap, Buffett's wager, and the importance of maintaining a long-term investing mindset. As always, please feel…
Read MoreFederal Reserve Decision to Raise Interest Rates | Behavioral Finance
March 17, 2017
Jonathan discusses The Federal Reserve’s decision to raise interest rates and offers his perspective on behavioral finance.
Read MoreFear, Fees, and the Fiduciary
February 17, 2017
Jonathan discusses the three F's important to many investors: Fear, Fees, and Fiduciary responsibility.
Read MoreMajor Market Events and the Outlook for the Year Ahead
January 6, 2017
Jonathan reviews the major market events of 2016 and discusses his outlook for the year ahead.
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