Wealth Management
2% of Companies
March 30, 2026
Did you know that from 1926 to 2026, a staggering 60% of publicly traded companies have generated returns less than Treasury bills? And only 2% of companies have accounted for all the market's positive returns. Talk about a tough market! Nvidia, a prime example, experienced drawdowns as deep as 96%, despite its massive returns. Does…
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Concentrate 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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Saving For Retirement, and Spending In Retirement | Financial Planning Advice
December 18, 2018
Jonathan Satovsky discusses fears around recent volatility, and the importance of playing an active role in your retirement savings plan,…
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Lehman, the Lottery, and the Long View
September 28, 2018
Jonathan M Satovsky discusses markets 10 years after the Lehman Brothers collapse, describes how consumers' lottery habits hurt them, and…
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Travel, Emerging Markets, and Breaking Through the Noise
July 25, 2018
Jonathan Satovsky discusses recent global market performance, demographic trends in emerging markets, and the ability to break free from daily…
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Building Good Investor Habits & ‘Eating Your Own Cooking’
June 19, 2018
Jonathan M Satovsky discusses the importance of developing good savings habits, the distractions caused by feeding into the frenzy of…
Read MoreImpact of the New Tax Reform Legislation
December 20, 2017
Jonathan discusses the impact of the new tax reform legislation as well as our updated cyber-security policies.
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Small-Cap Tilts and the Recent Outperformance of Foreign Equities
October 20, 2017
Jonathan discusses small-cap tilts and the recent outperformance of foreign equities.
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Creating Financial Abundance | Overcoming Obstacles to Success
August 24, 2017
Jonathan Satovsky discusses his mission to create abundance for others, common obstacles to success, and popular investor concerns.
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