Wealth Management
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 University of Michigan Consumer Sentiment Indicator was at 70.1 in September 2024, well below the long-term average of 85. Historically, during the 226 months when sentiment was this low, the average equity premium for the…
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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…
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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…
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Proposed Changes to US Income and Estate Tax Laws
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In this excerpt from SAM's recent webinar event, Christine Lucero, JD, CFP®, CPWA® provides an update on the proposed changes…
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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…
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April 16, 2021
Investors commonly focus on the returns of their investment portfolio and overlook or minimize the intrinsic value derived from investing…
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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…
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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…
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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…
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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…
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