Blog Insights
Performance Anxiety
June 12, 2025
In discussing performance anxiety, I realized the importance of authenticity. Early in my career, I often felt anxious about providing the "right" answers. My breakthrough came when I started admitting when I didn't know something and only spoke within my areas of expertise. This approach alleviated much of my anxiety and built trust with my…
Read MoreSign Up
Get the latest on retirement and investing
Gravity | Jonathan Satovsky
March 7, 2025
Jonathan Satovsky, CFP®, explores the concept of reversion to the mean in equity valuations, focusing on the significant disparity between…
Read More
Tariffs & Taxes | Jonathan Satovsky
March 6, 2025
Tariffs and Taxes Jonathan Satovsky looks into the historical and contemporary dynamics of tariffs and taxes in the United States.…
Read More
25-Year View | Jonathan Satovsky
March 3, 2025
25-Year View Jonathan Satovsky emphasizes the importance of adopting a long-term perspective, specifically a 25-year outlook, to navigate challenges and…
Read More
Small Caps | Jonathan Satovsky
March 1, 2025
Jonathan Satovsky delves into the performance of small-cap stocks compared to large-cap stocks, noting that historically, small companies generate a…
Read More
Perfection | Jonathan Satovsky
February 28, 2025
Jonathan Satovsky addresses the misconception that one must wait for perfect conditions to invest. Emphasizing progress over perfection, he highlights…
Read More
Fear Index | Jonathan Satovsky
February 27, 2025
The Fear Index. Jonathan Satovsky addresses the psychological challenges investors face during market volatility. He emphasizes the importance of maintaining…
Read More
Forecasting | Jonathan Satovsky
February 25, 2025
Forecasting. Something that people love to do is forecast returns. Well I want to give a little perspective on forecasting…
Read More
Obsessing | Jonathan Satovsky
February 11, 2025
Hey everyone, I'm obsessing about what truly matters in financial advising. It’s not just about numbers but the connections we…
Read More
Compounding | Jonathan Satovsky
February 10, 2025
Jonathan Satovsky discusses the concept of compounding interest and its impact on wealth accumulation. He compares the growth of money…
Read Moremore