Investment Advice
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 Satovsky Asset Management. And on today’s episode of “Seeking Wisdom, Wealth, and Wellness,” I want to talk about the nature of financial advice. Many people, when I talk to them in America, they're like, "what…
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Satovsky Town Hall Webinar – Addressing Q1 2020 Market Activity
March 13, 2020
This Town Hall recorded on March 13, 2020 addresses current market events and how to navigate the emotions of COVID-19…
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How to Raise a Wealthy Child | Building The Wealth of Your Dreams
January 15, 2020
Jonathan and Kim Ades from Frame of Mind Coaching™ discuss Your Rich Life: A Human Approach to Investment and Building the…
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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 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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Balancing Consumption & Saving | Developing Long-Term Investing Patterns
October 3, 2019
Jonathan M Satovsky discusses how media headlines can perpetuate a self-fulfilling prophecy and how this has increased recent investor anxiety.…
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Tax-Loss Harvesting | Offsetting Future Gains
August 27, 2019
Jonathan M Satovsky discusses how in periods of high volatility, we should ride the wave by leveraging Tax-Loss Harvesting to…
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Times of High Anxiety Make for a Good Time To Invest
June 27, 2019
Jonathan M. Satovsky discusses the benefit of people reflecting on their behavior and balancing the here and now with the…
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Mitigate Tax Ramifications by Owning a Globally Diversified Portfolio
April 12, 2019
Jonathan talks about 1st Quarter 2019 market performance and the persistency of factors in the markets. He further explains how…
Read MoreConcentrate 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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