Investment Advice
Yield | Wisdom, Wealth, and Wellness
September 10, 2024
Many wealthy and retired investors frequently express a need for yield to sustain their lifestyle in retirement. In this post, Jonathan Satovsky explores why a shift in perspective from chasing yield to managing wealth like a university endowment might not only meet but exceed your long-term financial goals. "I need yield." "I need income."…
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A Dime of Every Dollar | Wisdom, Wealth, and Wellness
March 26, 2024
Discipline. Habits. Cajoling people into doing what's in their long-term best interest. Two simple ideas: Saving a dime of every…
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Small Value Companies | Wisdom, Wealth, and Wellness
June 6, 2023
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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The Nature of Planning | Wisdom, Wealth, and Wellness
April 11, 2023
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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Saving | Wisdom, Wealth, and Wellness
February 17, 2023
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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Leverage | Wisdom, Wealth, and Wellness
January 25, 2023
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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Navigating Headwinds | Wisdom, Wealth, and Wellness
December 6, 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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The Value of an Advisor | Wisdom, Wealth, and Wellness
October 19, 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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Don’t Fight The Fed | Wisdom, Wealth, and Wellness
October 6, 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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The Talmud Portfolio | Wisdom, Wealth, and Wellness
June 29, 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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