Blog Insights

“The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.”

DR. SEUSS

Paying For Education: College Savings Plans

Saving for Education – Have You Considered Your Options?

July 19, 2021
This article explores the importance of having an education savings plan, the main vehicles for saving including their advantages and...

Looking Forward: Cryptocurrency

July 1, 2021
In this excerpt from SAM’s recent webinar event, we discuss the current limitations of cryptocurrency, and specifically bitcoin as an...
Jason Blumstein, CFA® addresses anticipated inflation activity as the economy begins to re-open by considering historical inflation trends and the key drivers of inflation activity.

Looking Forward: Current Market Activity and Inflation Trends 

June 24, 2021
In this excerpt from SAM’s recent webinar event, we address anticipated inflation as the economy begins to re-open by considering...
In this excerpt from SAM’s recent webinar event, Christine Lucero, JD, CFP®, CPWA® provides an update on the proposed changes to US income & estate tax laws, as at June 8, 2021.

Proposed Changes to US Income and Estate Tax Laws

June 17, 2021
In this excerpt from SAM’s recent webinar event, Christine Lucero, JD, CFP®, CPWA® provides an update on the proposed changes...
Investing Philosophy is exponentially more important than performance

Your investing philosophy is exponentially more important than performance

May 20, 2021
Jonathan Satovsky talks about why it’s more important to have a good investing philosophy than obsess about performance.   Good...
Instead of thinking about your return on investment, what is your ROAR: Return on a Relationship, and why is that important?

Return on Investment or Return on Relationship?

April 16, 2021
Investors commonly focus on the returns of their investment portfolio and overlook or minimize the intrinsic value derived from investing...
This article explores different types of life insurance policies and offers tips for determining the right amount and type of coverage for you.

Life Insurance Made Simple – Everything You Need To Know

March 31, 2021
This article addresses the uncertainty surrounding life insurance by exploring the different types of life insurance policies available, the different...
Satovsky-Estate-Tax

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

October 21, 2020
An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment decisions.
Adversity & Resilience In Seeking Wisdom, Wealth & Wellness

Adversity & Resilience in Seeking Wisdom, Wealth & Wellness

October 16, 2020
This week on the blog, Jonathan talks about facing adversity, building resilience and the importance of defining your why in seeking...
Coach drawing american football or rugby game playbook, strategy and tactics with chalk on blackboard.

The Value of Working with a Behavioral Coach

May 28, 2020
in this video blog,  Jonathan discusses the value of working with a behavioral coach to keep you on course and...

Get Wealth insights Delivered To Your Inbox

Don’t miss a beat – Sign up to have the latest investor insights, mindfulness tips and market news from our blog delivered right to you.