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Financial Advice
June 2, 2026
What are you really paying for when you hire a financial advisor? It’s not just for the portfolio management. I was reminded of something Larry King once alluded to: the real value is in having someone who can challenge you thoughtfully. Someone who presents ideas with clarity and empathy, helping you see your financial situation…
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How do you take care of people?
February 24, 2026
Today Jonathan addresses the pitfalls of fragmented communication in financial planning, where multiple separate conversations can lead to confusion and…
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How do you help people?
February 20, 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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Factor Investing
February 16, 2026
Ever wondered how to stay calm during market fluctuations? Charlie Munger's philosophy of indifference to short-term market noise encourages patience…
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$1 Billion AUM
February 13, 2026
This week, Satovsky Asset Management crossed $1 billion in assets under management. We’re proud of the milestone, but even more…
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Another Year Down (really up!) | Q4 2025 Quarterly Market Commentary Video
January 21, 2026
Satovsky Asset Management CIO Avi Berg comments on the 2025 Q4 market. DOWNLOAD Q4 2025 MARKET REVIEW PDF
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Market Timing | Q3 2025 Quarterly Market Commentary Video
October 22, 2025
Satovsky Asset Management CIO Avi Berg comments on the 2025 Q3 market. DOWNLOAD Q3 2025 MARKET REVIEW PDF
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Beyond the Headlines | Q2 2025 Quarterly Market Commentary Video
July 23, 2025
Satovsky Asset Management CIO Avi Berg comments on the 2025 Q2 market.
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Good or Bad? | Jonathan Satovsky
April 9, 2025
Madeleine Albright once emphasized the unpredictable nature of political actions and their consequences. Today's dire situations might turn favorable tomorrow,…
Read MoreJonathan Satovsky Speaks with Forbes.com
December 1, 2010
Asset Allocation For Your Whole Life ByWilliam Baldwin, Senior Contributor. William Baldwin covers investing, taxation and corporate finance. Follow Author…
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