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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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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Satovsky Town Hall Webinar – Perspectives, Profitability & Your Path
May 8, 2020
The SAM team came together with clients and colleagues to address current market events outlined in the SAM Q1 Quarterly Letter,…
Read MoreSatovsky Town Hall Webinar – Addressing Q1 2020 Market Activity
March 13, 2020
This Town Hall recorded on March 13, 2020 addresses current market events and how to navigate the emotions of COVID-19…
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Culture – Collaboration – Confidence – Compounding
February 14, 2020
This week on the blog, Jonathan shares some Valentine's Day sentiment about harnessing Culture, Collaboration and Confidence to create a…
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How to Raise a Wealthy Child | Building The Wealth of Your Dreams
January 15, 2020
Jonathan and Kim Ades from Frame of Mind Coaching™ discuss Your Rich Life: A Human Approach to Investment and Building the…
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An Overview of the Concepts in Your Rich Life Book | Satovsky Asset Management
December 11, 2019
Released in 2019, Your Rich Life offers a roadmap for achieving financial wellbeing, providing a crash course in behavioral finance with simple…
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Your Rich Life Book is Now Available!
November 12, 2019
Jonathan M Satovsky shares the launch of his new book Your Rich Life: A Human Approach to Investment and Building…
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