Market Analysis
A Surprising (?) End to the Year
February 5, 2024
It was quite a year. At the start of the year, inflation was at 6.5%. Nearly everyone was predicting a recession. As we went through the year, the Federal Reserve was raising rates at one of the fastest paces ever. We had three major bank failures (which if measured by assets, nearly surpassed the failures…
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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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Halloween Hysteria | The Market’s Trick is Your Treat!
October 26, 2018
This is Jonathan Satovsky of Satovsky Asset Management, and today I wanted to talk about Halloween and hysteria. So we've…
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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
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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Reacting to Market Fluctuations with a Long-Term Investor Mindset
February 9, 2018
Jonathan Satovsky discusses the recent upswing in market volatility.
Read MoreTrust in the Equity Markets and the Myth of the Best Investment
January 30, 2018
Jonathan discusses trust in equity markets and the myth of the best investment strategy.
Read MoreImpact of the New Tax Reform Legislation
December 20, 2017
Jonathan discusses the impact of the new tax reform legislation as well as our updated cyber-security policies.
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Global Trends, Negative News, Sustainable Investing Strategies
November 22, 2017
Jonathan discusses positive global trends, negative news coverage, and research on sustainable investing strategies.
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Small-Cap Tilts and the Recent Outperformance of Foreign Equities
October 20, 2017
Jonathan discusses small-cap tilts and the recent outperformance of foreign equities.
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