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Statistics, Statistics, Statistics

December 17, 2025
When it comes to investment returns, size matters—but perhaps not in the way you'd think. Historically, small companies have outshined large ones with 20% compounded annual growth over the past centuries. Yet, the past 10 to 20 years have seen large companies leap ahead, boasting around 15% annual returns. Is this a temporary trend, or…
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Cover image for Yield on Jonathan Satovsky VLOG

Yield | Wisdom, Wealth, and Wellness

September 10, 2024
Many wealthy and retired investors frequently express a need for yield to sustain their lifestyle in retirement. In this post,…
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Cover photo for Keep It Simple VLOG by Jonathan Satovsky

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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Cover image for A cat has nine lives Quarterly Commentary by Avi Berg

A Cat Has Nine Lives

July 25, 2024
The market continued its fantastic run in the second quarter of 2024. It almost seems as if the Stock Market…
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Statistical Anomalies | Wisdom, Wealth, and Wellness

July 23, 2024
In the fascinating world of statistics, anomalies hold a unique allure for enthusiasts like Jonathan Satovsky. These deviations from the…
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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…
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Cover slide for Lessons from St. Andrews for Jonathan Satovsky VLOG

Lessons from St Andrews | Wisdom, Wealth, and Wellness

June 10, 2024
Jonathan Satovsky reflects on his recent experience of playing golf at The Old Course at St Andrews, drawing parallels between…
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Tracking Error | Wisdom, Wealth, and Wellness

May 20, 2024
Wealth management is all about cultivating lasting financial confidence over generations. Drawing insights from Warren Buffett's long-term investment approach, Jonathan…
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Process Over Performance | Wisdom, Wealth, and Wellness

May 3, 2024
Explore the essence of investing beyond mere performance metrics in our latest blog post. Delve into the importance of challenging…
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Financial Literacy Month | Wisdom, Wealth, and Wellness

April 1, 2024
Imagine a world where every decision is powered by understanding, not guesswork, understanding. This month, we celebrate that vision. Daniel…
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DR. SEUSS

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