Investor Behavior
Effective Strategies for Personal Budgeting
June 15, 2026
"Most budgeting problems aren’t math problems, they’re visibility problems", says Jonathan Satovsky, CEO of Satovsky Asset Management. "If you want to know how to budget, start by making your cash flow easy to see: what comes in, what goes out, and what’s left to save." Think of a budget as a GPS. You choose the…
Read MoreSign Up
Get the latest on retirement and investing
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…
Read More
Hyper-Personalized Wealth Management for Individuals and Families
May 18, 2026
For high-net-worth individuals and families, wealth management is about more than portfolio performance. It is about preserving what you have…
Read More
How Do You Help People
April 22, 2026
"I do not have all the answers, but I can approach things with deep empathy and try to understand what…
Read More
The Bull and the Bear | Wisdom, Wealth, and Wellness
December 19, 2024
Bull/bear spreads. What does that mean? When people are super optimistic about the future, they place bets or express optimism…
Read More
Adapt | Wisdom, Wealth, and Wellness
November 25, 2024
Elections often stir strong emotions, but navigating the financial landscape requires focusing on long-term strategies rather than reacting to short-term…
Read More
Investing Is Simple but Not Easy
November 6, 2024
Investing Is Simple but Not Easy1 The market continued its fantastic run in the third quarter of 2024. The S&P…
Read More
The Centurion Rule | Wisdom, Wealth, and Wellness
October 7, 2024
Join Jonathan Satovsky as he reflects on how the principles we follow in financial advisement can lead to more meaningful…
Read More
Keep It Simple | Wisdom, Wealth, and Wellness
August 14, 2024
When someone receives a large sum of money unexpectedly, sudden wealth syndrome can take place, leading to anxiety, isolation, and…
Read More
Statistical Anomalies | Wisdom, Wealth, and Wellness
July 23, 2024
In the fascinating world of statistics, anomalies hold a unique allure for enthusiasts like Jonathan Satovsky. These deviations from the…
Read Moremore