Blog Insights

Saving for Education: Understanding Your Options in 2026

April 13, 2026

Education planning is more than saving for tuition. It is about choosing the right tools, managing tax tradeoffs, and balancing future education costs with retirement, cash flow, and long-term family goals. At Satovsky Asset Management, we help families build thoughtful, flexible education strategies designed to preserve choice and support the broader financial picture. We are…

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Cover photo of Jonathan Satovsky for VLOG of The Need to Be Right

The need to be right…| Jonathan Satovsky

April 2, 2025

Today, I delve into the concept of the need to be right in investing, recounting a story about a famous…

The hardest part of investing… | Jonathan Satovsky

April 1, 2025

Understanding the toughest part of investing isn't about choosing where to put your money, but staying committed to your investment…

R & D | Jonathan Satovsky

March 31, 2025

Ever thought of life as an ongoing journey of research and development? Each experience contributes to our growth, whether a…

The best is yet to come… | Jonathan Satovsky

March 28, 2025

The Power of Gratitude. In our journey through life, it's easy to get bogged down by daily challenges. However, practicing…

Intro image for video on Promoters, promotion and advertising by Jonathan Satovsky

Promoters. Promotion. Advertising | Jonathan Satovsky

March 24, 2025

In this episode, I dive into the powerful influence that promotion, advertising, and marketing can have on our financial decision-making.…

Intro image for video on Tax planning by Jonathan Satovsky

Tax Planning | Jonathan Satovsky

March 21, 2025

Starting Early and Saving Often. One of the most valuable lessons I speak about is the power of starting early…

Intro image for video on Concentrate to get rich by Jonathan Satovsky

Concentrate to get rich? | Jonathan Satovsky

March 19, 2025

Have you ever heard the saying, "To get rich, you concentrate; to stay rich, you diversify"? This principle really resonates…

Intro image for video Changing Seasons by Jonathan Satovsky

Changing Seasons | Jonathan Satovsky

March 18, 2025

In this thought, Jonathan Satovsky, CFP® offers financial advice, particularly for young people and savers, emphasizing the importance of investing…

Intro image for video Trust by Jonathan Satovsky

Trust | Jonathan Satovsky

March 17, 2025

Jonathan Satovsky, CFP® discusses the critical role of trust in various facets of life, including governance, politics, culture, society, and…

The more that you read, the more things you will know. The more that you learn, the more places you’ll go.

DR. SEUSS