Investment Advice

Negativity Bias

Negativity Bias

March 31, 2026
Ever notice how bad news hits harder than good news helps? That’s negativity bias, our brain’s tendency to focus more on negative experiences. It can make economic downturns feel worse than they are. By recognizing this bias, we can step back, see the bigger picture, and not let pessimism take over. Challenging times have often…
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tax loss harvesting

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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Different Approach - Different Direction - Times Of High Anxiety Make For A Good Time To Invest

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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Diversified Investment Portfolio

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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Happy Senior Couple Planning Family Budget Together With Laptop And Papers

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 - gratitude - wealth - Day Gratitude | Investment Advice

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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Stock Markets - Rolling the dice

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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SAM Vblog Markets, Mindset and the Middle Way for Investors

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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Travel, Emerging Markets, And Breaking Through The Noise

Travel, Emerging Markets, and Breaking Through the Noise

July 25, 2018
Jonathan Satovsky discusses recent global market performance, demographic trends in emerging markets, and the ability to break free from daily…
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