Education Library

"Learning never exhausts the mind."

LEONARDO DA VINCI

Your Rich Life Books by Jonathan Satovsky

Your Rich Life

A Human Approach to Investment and Building the Wealth of Your Dreams

As part of our ongoing emphasis on investor education, we are excited to announce the release of Your Rich Life: A Human Approach to Investment and Building the Wealth of Your Dreams.

Most of us never reach our financial potential because we get in our own way, straying from careful long-term planning. In Your Rich Life, veteran asset manager and financial planner Jonathan Satovsky delivers frank talk on how to stay out of your own way and maximize lifetime returns as an investor.

This book aims to inspire a life of true abundance—one measured beyond the size of your portfolio—en route to the wealth of your dreams.

Reviews

“Satovsky delivers important investment and life lessons every investor can benefit from. Read and reap!”

– Larry Swedroe, Reviewer’s Accolades Director of Research at Buckingham Advisor

Your Rich Life is a short book about long-term investing. Jonathan Satovsky does a great job of explaining the power of patience when combined with understanding yourself and the investment basics–lessons every investor can benefit from!”

Joel Greenblatt, Adjunct Professor of Value Investing, Columbia Business School; Investment Manager, Gotham Asset Management

“Does your financial advisor ever feel frustrated? Despair over how you two are communicating? If you think not, think again. Most advisors try valiantly to educate you, try to do the right thing for you, and deliver on your expectations. Yet clients sometimes don’t listen or ignore sound advice. A client’s high expectations and an honest dialogue sometimes clash, so Your Rich Life comes just in time to help. Illustrating how to be more mindful of the entirety of one’s wealth, Jonathan Satovsky also tackles unspoken issues head on, like bad decisions a client makes, how markets can fool you, and the value of radical transparency. A veteran of the financial crisis who knows well the dangers when brokers sell products and media cares only about the next 24 hours, Jonathan has written a most useful how-to for building a better partnership between client and advisor.”

Charlotte Beyer, Founder, Institute for Private Investors

Read Reviews

Blog Insights

Reading Corner

A bookshelf of curated insights that have helped shaped our practice and contributed positively to our clients’ lives.

3 stripe image
  • Wisdom
  • Wealth
  • Wellness

Seeking Wisdom: from Darwin to Munger
by Peter Bevelin

Mindset
by Carol S. Dweck, Ph.D.

The Tao of Pooh
by Benjamin Hoff

Thinking, Fast and Slow
by Daniel Kahneman

Abundance
by Steven Kotler & Peter H. Diamandis

Buddha's Brain: The Practical Neuroscience of Happiness, Love, and Wisdom
by Rick Hanson

A Curious Mind: The Secret to a Bigger Life
by Brian Grazer

The Warren Buffett Way
by Robert Hagstom

Enough.
by John C. Bogle

The Psychology of Money
by Morgan Housel

The Richest Man in Babylon
by George S. Clason

Simple Wealth, Inevitable Wealth
by Nick Murray

Money and the Meaning of Life
by Jacob Needleman

The Intelligent Investor
by Benjamin Graham

The Joy of Living: Unlocking the Secret and Science of Happiness
by Yongey Mingyur Rinpoche

Biocentrism
by Robert Lanza

Timeless Healing
by Dr. Herbert Benson

Emotional Intelligence 2.0
by Travis Bradberry

Theory U: Leading from the Future as It Emerges
by C. Otto Scharmer

Lean In 
by Sheryl Sandberg

Market Commentaries

A summary of global market performance each quarter with advice on how to manage prevailing activity.

Talk to an Advisor today