Investment Advice
Financial Risk
June 3, 2026
I find it fascinating that while we can mathematically model a person's need and capacity for financial risk, we can't create a perfect formula for their willingness to take it. This psychological component is in constant flux, shifting day-to-day, even minute-to-minute. Think about how market news or a conversation with a friend can instantly change…
Read MoreSign Up
Get the latest on retirement and investing
Market Volatility and How to Deal with It
March 19, 2026
When financial headlines turn red, human instinct is to do something immediately to stop the pain. However, decades of market…
Read More
Understanding Wills and Trusts
March 13, 2026
Estate planning can feel overwhelming, but understanding the difference between a will and a trust is an important first step…
Read More
Strategies for Effective Wealth Management Today
March 11, 2026
Why true wealth management is about coordination, not just accumulation Most people do not think of their financial life as…
Read More
OK, this is a truth bomb!
February 25, 2026
Hey friends! Today, I’m getting real about judgment and acceptance, admitting my own struggles and sharing how I’m working to…
Read More
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,…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read Moremore