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The more that you learn, the more places you’ll go.”

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Paying For Education: College Savings Plans

Saving for Education – Have You Considered Your Options?

July 19, 2021
This article explores the importance of having an education savings plan, the main vehicles for saving including their advantages and...
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Jason Blumstein, CFA® addresses anticipated inflation activity as the economy begins to re-open by considering historical inflation trends and the key drivers of inflation activity.

Looking Forward: Current Market Activity and Inflation Trends 

June 24, 2021
In this excerpt from SAM’s recent webinar event, we address anticipated inflation as the economy begins to re-open by considering...
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In this excerpt from SAM’s recent webinar event, Christine Lucero, JD, CFP®, CPWA® provides an update on the proposed changes to US income & estate tax laws, as at June 8, 2021.

Proposed Changes to US Income and Estate Tax Laws

June 17, 2021
In this excerpt from SAM’s recent webinar event, Christine Lucero, JD, CFP®, CPWA® provides an update on the proposed changes...
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This article explores different types of life insurance policies and offers tips for determining the right amount and type of coverage for you.

Life Insurance Made Simple – Everything You Need To Know

March 31, 2021
This article addresses the uncertainty surrounding life insurance by exploring the different types of life insurance policies available, the different...
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Thanksgiving - gratitude - wealth - Day Gratitude | Investment Advice

Bringing Gratitude To Every Moment This Thanksgiving

November 25, 2020
Jonathan shares an important message about the pursuit of joy, and finding gratitude within yourself, even during the most testing...
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Satovsky-Estate-Tax

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

October 21, 2020
An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment...
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The Financial Market Doesn’t Care Who The President Is

There is No Debate – The Financial Market Doesn’t Care Who the President is in the Long-Run

October 5, 2020
An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment...
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Your Rich Life Books by Jonathan Satovsky

An Overview of the Concepts in Your Rich Life Book | Satovsky Asset Management

December 11, 2019
Released in 2019, Your Rich Life offers a roadmap for achieving financial wellbeing, providing a crash course in behavioral finance with simple...
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Your Rich Life Investment Building by Jonathan Satovsky

Your Rich Life Book is Now Available!

November 12, 2019
Jonathan M Satovsky shares the launch of his new book Your Rich Life: A Human Approach to Investment and Building...
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Concentrate to Get Rich, Diversify to Stay Rich | Investing in Profitable Businesses

February 15, 2019
Jonathan discusses building loving habits and mindset for investing in profitable businesses for a lifetime.  Concentration to get rich and...
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