Wealth Management
Buddha | Jonathan Satovsky
February 3, 2025
Jonathan Satovsky delves into the teachings of Siddhartha, the Buddha, focusing on the "middle way" and the belief that "the light is within every single one of us." He relates these concepts to his mission of helping people achieve financial abundance and overall wellness. Emphasizing a balanced approach to money, time, and energy, Jonathan aims…
Read MoreSign Up
Get the latest on retirement and investing
The Uncertainty Solution | Jonathan Satovsky
February 3, 2025
Jonathan Satovsky discusses the complexities and inherent unpredictability of financial markets. He references "The Uncertainty Solution," emphasizing the wide range…
Read More
Q4 Thoughts | Jonathan Satovsky
January 23, 2025
Did you know? When consumer sentiment is low, it often correlates with higher expected returns in the equity market! The…
Read More
Storytelling | Jonathan Satovsky Thoughts
January 21, 2025
Storytelling. Reading Yuval Harari's book 21 Lessons for the 21st Century. And storytelling is what enables humans to create culture,…
Read More
Fear Sells | Jonathan Satovsky Thoughts
January 17, 2025
In wealth management, adopting an endowment mindset can transform how you approach your financial future. By focusing on sustainable strategies…
Read More
The Endowment Mindset | Wisdom, Wealth, and Wellness
December 27, 2024
In wealth management, adopting an endowment mindset can transform how you approach your financial future. By focusing on sustainable strategies…
Read More
Stick to the Plan | Wisdom, Wealth, and Wellness
October 28, 2024
Consistency and discipline are key to long-term wealth management. Read on to see how a steady strategy leads to lasting…
Read More
Automate, Delegate | Wisdom, Wealth, and Wellness
July 31, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
Read More
Pension Obligations | Wisdom, Wealth, and Wellness
July 17, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
Read More
Protecting Our Elders | Wisdom, Wealth, and Wellness
July 10, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
Read Moremore