Investment Advice

Saving for Education: Understanding Your Options in 2026
April 13, 2026
Education planning is more than saving for tuition. It is about choosing the right tools, managing tax tradeoffs, and balancing future education costs with retirement, cash flow, and long-term family goals. At Satovsky Asset Management, we help families build thoughtful, flexible education strategies designed to preserve choice and support the broader financial picture. We are…
Read MoreSign Up
Get the latest on retirement and investing

Investing is a Lifelong Process – Warren Buffet & Charlie Munger’s Berkshire Hathaway Annual Conference
May 4, 2021
Jonathan Satovsky provides commentary and key insights from Warren Buffet and Charlie Munger's Annual Berkshire Hathaway conference, including the importance…
Read More
Top Reasons To Sell Restricted Stock Units On The Vesting Date
March 2, 2021
Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management. On today's episode of wisdom, wealth and wellness, I want…
Read More
What Can Tom Brady Teach Investors About Winning?
February 3, 2021
This commentary is an excerpt from our Q4 2020 Market Report, which also features world capital market performance along with…
Read More
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…
Read More
Presidential Elections & Investing | Should I Invest During Elections?
September 25, 2020
This week on the blog, Jonathan Satovsky analyzes how elections affect investing by looking at historical market volatility during previous…
Read More
Inflation, Liquidity and Innovation
August 20, 2020
This week on the video blog, Jonathan talks about how social change, ideation and innovation drive business profitability, and in…
Read More
Is All That Glitters Gold?
August 7, 2020
This week on the video blog, Jonathan talks about why investors have historically bought Gold, and whether biblical wisdom can…
Read More
Greg Harden & Controlling the Controllables
July 2, 2020
This week on the video blog, Jonathan pays tribute to American independence and University of Michigan's Greg Harden while reminding…
Read More
The Ultimate Tool K.I.T. For Curing Emotional Investor Decisions
June 25, 2020
As we continue to grapple with the Coronavirus pandemic, it seems the looming question on everyone’s mind and across every…
Read Moremore
