Blog Insights

“The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.”

DR. SEUSS

Pay Your Future Self — Summer School Edition

August 23, 2021
Jonathan Satovsky reflects on how the excitement of this summer has led to a focus on fast money, instead of...

The Benefits of Tranquility & Kindness

August 11, 2021
Today, Jonathan Satovsky reflects on how taking a step back from the busy world can open you up to new...

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...
Jason Blumstein, CFA® addresses anticipated inflation activity as the economy begins to re-open by considering historical inflation trends and the key drivers of inflation activity.

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...
In this excerpt from SAM’s recent webinar event, Christine Lucero, JD, CFP®, CPWA® provides an update on the proposed changes to US income & estate tax laws, as at June 8, 2021.

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...
Investing Philosophy is exponentially more important than performance

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...

Investing is a Lifelong Process – Warren Buffet & Charlie Munger’s Berkshire Hathaway Annual Conference

May 4, 2021
Jonathan Satovsky provides commentary and key insights from Warren Buffet and Charlie Munger’s Annual Berkshire Hathaway conference, including the importance...
Instead of thinking about your return on investment, what is your ROAR: Return on a Relationship, and why is that important?

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...

Top Reasons To Sell Restricted Stock Units On The Vesting Date

March 2, 2021
Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management. On today’s episode of wisdom, wealth and wellness, I want...
Jonathan Satovsky reflects on the rollercoaster of 2020, and offers advice on mindful living to bring joy to each moment in 2021 and beyond.

The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness

December 17, 2020
Jonathan Satovsky reflects on the rollercoaster of 2020, and offers advice on mindful living to bring joy to each moment...

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