Wealth Management
Retirement Planning: How To Ensure Financial Readiness
March 20, 2026
Retirement should not be about watching savings run down. It should be about creating reliable income, managing taxes wisely, and building a plan that supports your lifestyle with confidence. At Satovsky Asset Management, we help turn retirement savings into long-term financial readiness.
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The Future Will Always Be Better Than The Past
September 5, 2019
Jonathan M Satovsky discusses how headlines and investor pessimism leads to flows into “safe” investments, equity outperformance over time in…
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Tax-Loss Harvesting | Offsetting Future Gains
August 27, 2019
Jonathan M Satovsky discusses how in periods of high volatility, we should ride the wave by leveraging Tax-Loss Harvesting to…
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Should You Invest More Conservatively As You Get Older?
July 26, 2019
Jonathan Satovsky hosts a Summer School class on the benefits of focusing the mind on investing in small and profitable…
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Times of High Anxiety Make for a Good Time To Invest
June 27, 2019
Jonathan M. Satovsky discusses the benefit of people reflecting on their behavior and balancing the here and now with the…
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Women in Wealth | Why Women Tend To Out-Perform Men in the Financial Markets
May 14, 2019
In honor of Mother’s Day, Jonathan discusses women and their role in investing in our culture. He also explains how…
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Mitigate Tax Ramifications by Owning a Globally Diversified Portfolio
April 12, 2019
Jonathan talks about 1st Quarter 2019 market performance and the persistency of factors in the markets. He further explains how…
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Mindfulness and the Math of Money
March 14, 2019
Jonathan Satovsky discusses mindfulness, March Madness and the math of money. He explains how awareness, discipline and collaboration are essential…
Read MoreConcentrate to Get Rich, Diversify to Stay Rich | Investing in Profitable Businesses
February 15, 2019
Jonathan discusses building loving habits and mindset for investing in profitable businesses for a lifetime. Concentration to get rich and…
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Jack Bogle’s Investment Principles | Continued Education, Long-Term Thinking & Keeping It Simple
January 18, 2019
Jonathan discusses principles from late Vanguard founder Jack Bogle, reviews asset class performances in 2018, and adds context to the…
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