Financial Mindfulness

Tracking Error | Wisdom, Wealth, and Wellness

May 20, 2024
Wealth management is all about cultivating lasting financial confidence over generations. Drawing insights from Warren Buffett's long-term investment approach, Jonathan Satovsky takes a look at the concept of direct indexing as a means to minimize tracking error and maintain calm confidence in investment strategies.   How do we design someone's finances to provide calm confidence?…
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Multigenerational | Wisdom, Wealth, and Wellness

November 8, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Prepare | Wisdom, Wealth, and Wellness

September 22, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Web3 | Wisdom, Wealth, and Wellness

August 22, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Ranges | Wisdom, Wealth, and Wellness

August 10, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Partnerships | Wisdom, Wealth, and Wellness

June 2, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Setbacks | Wisdom, Wealth, and Wellness

May 11, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you're in. This is Jonathan Satovsky of…
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A Lesson From Madeleine Albright | Wisdom, Wealth, and Wellness

March 28, 2022
Good morning, good afternoon, good evening, depending on the part of the world you're in. This is Jonathan Satovsky of…
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Smile | Wisdom, Wealth, and Wellness

February 10, 2022
Good morning, good afternoon, good evening, depending on the part of the world you're in. This is Jonathan Satovsky of…
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Tuesdays with Morrie | Wisdom, Wealth, and Wellness

December 29, 2021
Good morning, good afternoon, good evening, whatever part of the world you're in. This is Jonathan Satovsky of Satovsky Asset…
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The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.

DR. SEUSS

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