Video Blogs

Improvement
June 10, 2025
Embrace growth by understanding your SWOT: strengths, weaknesses, opportunities, and threats. This framework isn't just for businesses; it's a powerful tool for personal self-assessment. By recognizing these factors, we can navigate challenges and seize new opportunities.
Read MoreSign Up
Get the latest on retirement and investing

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…
Read More
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…
Read More
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…
Read More
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.…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read Moremore
