Wealth Management
Saving for Education: Understanding Your Options in 2026
April 13, 2026
Education planning is more than saving for tuition. It is about choosing the right tools, managing tax tradeoffs, and balancing future education costs with retirement, cash flow, and long-term family goals. At Satovsky Asset Management, we help families build thoughtful, flexible education strategies designed to preserve choice and support the broader financial picture. We are…
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Delayed Gratification | Wisdom, Wealth, and Wellness
September 28, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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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…
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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
June 17, 2021
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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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…
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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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