Wealth Management
Financial Risk
June 3, 2026
I find it fascinating that while we can mathematically model a person's need and capacity for financial risk, we can't create a perfect formula for their willingness to take it. This psychological component is in constant flux, shifting day-to-day, even minute-to-minute. Think about how market news or a conversation with a friend can instantly change…
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February 20, 2026
"I do not have all the answers, but I can approach things with deep empathy and try to understand what…
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Factor Investing
February 16, 2026
Ever wondered how to stay calm during market fluctuations? Charlie Munger's philosophy of indifference to short-term market noise encourages patience…
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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…
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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…
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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…
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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,…
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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…
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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…
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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…
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