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Trust, Knowledge & Judgement
May 30, 2025
Reflecting on my journey since I entered the financial services industry back in 1993 at age 22, I can’t stress enough the importance of trust, knowledge, and judgment. Trust isn’t granted; it’s earned through consistent actions and reliability. Over the years, I’ve come to see the immense value of building lifetime relationships by being a…
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Credit Spreads | Wisdom, Wealth, and Wellness
December 13, 2022
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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Navigating Headwinds | Wisdom, Wealth, and Wellness
December 6, 2022
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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Perplexing Headlines | Wisdom, Wealth, and Wellness
November 29, 2022
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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What We “Know”
November 15, 2022
A common theme in our letters over the last year has been that it’s very hard to time the market.…
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Multigenerational | Wisdom, Wealth, and Wellness
November 8, 2022
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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Don’t Get Spooked | Wisdom, Wealth, and Wellness
October 31, 2022
Good afternoon, good evening, good morning. Depending on the part of the world you’re in. This is Jonathan Satovsky, Halloween…
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The Value of an Advisor | Wisdom, Wealth, and Wellness
October 19, 2022
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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Don’t Fight The Fed | Wisdom, Wealth, and Wellness
October 6, 2022
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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Flood Insurance | Wisdom, Wealth, and Wellness
October 5, 2022
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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