Investor Behavior
Hedge Clippers | Wisdom, Wealth, and Wellness
June 18, 2024
In our latest blog post, Jonathan Satovsky discusses how whether you are managing a portfolio or gardening, regular maintenance is crucial. I just ordered myself some hedge clippers. Why? Because, you know, sometimes trees and plants get overgrown and you've got to trim back a little bit. As it relates to portfolio management, what's…
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How to Setup a Long-Term Financial Plan
June 30, 2017
Jonathan discusses the importance of ignoring the headlines, new fund flow data, and how to set up a long-term financial…
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Tricking Yourself Into Long-Term Investor Success
June 6, 2017
Jonathan Satovsky discusses the importance of saving, common investor pitfalls, and how to trick yourself into long-term success.
Read MoreInvestor Risk Tolerance | Spread Between Value and Growth Companies
May 23, 2017
Jonathan discusses investor risk tolerance in the context of yesterday’s selloff, as well as the spread between value and growth…
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The Buffett Bet & Digital Technology
April 28, 2017
Jonathan discusses the behavioral gap, Buffett's wager, and the importance of maintaining a long-term investing mindset. As always, please feel…
Read MoreFederal Reserve Decision to Raise Interest Rates | Behavioral Finance
March 17, 2017
Jonathan discusses The Federal Reserve’s decision to raise interest rates and offers his perspective on behavioral finance.
Read MoreFear, Fees, and the Fiduciary
February 17, 2017
Jonathan discusses the three F's important to many investors: Fear, Fees, and Fiduciary responsibility.
Read MoreMajor Market Events and the Outlook for the Year Ahead
January 6, 2017
Jonathan reviews the major market events of 2016 and discusses his outlook for the year ahead.
Read MoreGlobal Markets | Federal Reserve Policy | Market Valuations
September 22, 2016
Jonathan discusses his views on the three most important factors currently driving global markets: Federal Reserve policy, the upcoming Presidential…
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