Investment Advice

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Do What’s Right For You

April 6, 2026
Why do we often feel pressured to follow the crowd, especially in finance? There are real dangers in conforming to popular investment choices without thorough consideration. Blindly following trends can lead to impulsive decisions and unnecessary risks. Instead, prioritize what’s right for you and your unique financial situation. Satovsky.com #FinancialIndependence #InvestSmart #ThinkForYourself #WealthManagement #AvoidHerdMentality #InvestmentStrategy…
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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

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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…
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Concentrate 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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Saving For Retirement, and Spending In Retirement | Financial Planning Advice

December 18, 2018
Jonathan Satovsky discusses fears around recent volatility, and the importance of playing an active role in your retirement savings plan,…
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Thanksgiving Day Gratitude | Investment Advice

November 21, 2018
Jonathan discusses investing in the Markets vs. Cash - maintaining a long term investment perspective. Metrics on business / stock…
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Lehman, the Lottery, and the Long View

September 28, 2018
Jonathan M Satovsky discusses markets 10 years after the Lehman Brothers collapse, describes how consumers' lottery habits hurt them, and…
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Markets, Mindset, and the Middle Way for Investors

August 30, 2018
Jonathan M Satovsky discusses return attribution in the domestic financial markets, explains the middle way for investors, and adds context…
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