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

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...

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