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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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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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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…
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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…
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Jonathan Satovsky Interviews Rabbi Simon Jacobson
December 18, 2025
In this episode, host Jonathan interviews Simon Jacobson, founder of the Meaningful Life Center, about integrating ancient Hasidic wisdom into…
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Always on the run
December 18, 2025
Feeling overwhelmed by financial uncertainty? One effective way to manage this is through grounding techniques. Simple acts like standing in…
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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…
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Learning something new
December 12, 2025
Balancing practical investments with visionary moonshots is essential. While reliable, profitable businesses ground us, it’s the moonshots that spark transformative…
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Measuring Success
December 11, 2025
Success in financial planning isn’t one-size-fits-all. It might mean reaching key goals, feeling confident in your plan, or outperforming the…
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Market Timing | Q3 2025 Quarterly Market Commentary Video
October 22, 2025
Satovsky Asset Management CIO Avi Berg comments on the 2025 Q3 market. DOWNLOAD Q3 2025 MARKET REVIEW PDF
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