Investor Behavior
Satovsky on Retirement Planning
July 9, 2026
Retirement is about more than having enough money. It's about creating the freedom to live with confidence, purpose, and peace of mind. This guide explores the strategies that help turn a lifetime of saving into lasting financial security.
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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