Wealth Management
Challenges Successful Entrepreneurs Face and How They Use Wealth Advisors
April 30, 2026
Successful entrepreneurs know how to build. But protecting what they have built requires a different kind of discipline. This article explores the financial complexity that comes with growth, from cash flow pressure and tax exposure to risk management, estate planning, and emotional decision-making. Satovsky Asset Management helps founders move from wealth creation to wealth stewardship…
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The Fundamentals of Donor-Advised Funds
November 14, 2022
As we head into the season of giving and approach the end of 2022, it’s the perfect time to talk…
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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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