Investor Behavior

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 create a perfect formula for their willingness to take it. This psychological component is in constant flux, shifting day-to-day, even minute-to-minute. Think about how market news or a conversation with a friend can instantly change…
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Financial Snafus | Wisdom, Wealth, and Wellness

December 19, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Simplify | Wisdom, Wealth, and Wellness

December 12, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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The Frequency of Declines | Wisdom, Wealth, and Wellness

November 15, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Research and Execution

November 6, 2023
Markets had a difficult third quarter. The S&P 500 finished down 3.3%, while international markets1 were down 4.1%. Year to…
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Greed in the Bond Market | Wisdom, Wealth, and Wellness

October 26, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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The Happiness Formula | Wisdom, Wealth, and Wellness

October 11, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Has It Grown Yet? | Wisdom, Wealth, and Wellness

August 16, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky with…
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Insurance Review | Wisdom, Wealth, and Wellness

May 15, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Investments vs. Investors | Wisdom, Wealth, and Wellness

May 2, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is a little early…
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The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.

DR. SEUSS

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