Precision | Wisdom, Wealth, and Wellness

Jonathan Satovsky
CFP®, ChFC®, CIMA®, CPWA®, CDFA®, DACFP

Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of Satovsky Asset Management, and on today’s episode of “Seeking Wisdom, Wealth, and Wellness,” I want to talk about precision.

You know, people get a story in their head about what is perfect, what is precise. How to do something exactly the right way. Well, is there always an exact right way to do things? Whether it’s a golf swing, or a tennis swing, or an investing process, the process that’s right, is the process that’s right for your body, for your goals, for your situation, and for your circumstances. There isn’t a single path that’s right for everyone in aggregate—but there is a path that’s right for every single individual.

And so, if you’re blocked or having trouble with your story, getting hung up on perfection over process, find support and structure. Design a process that can give you confidence, and calm, and enable you to smile. Enable you to enjoy the journey. Enable you to know that someone’s got your back, that someone compassionately and empathetically understands your story,  and you’ll be smiling all the way on your path to Wisdom, Wealth, and Wellness.

Have a great day.

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Video Recorded February 7, 2023
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Disclosures

This blog post is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by Satovsky Asset Management, LLC (“SAM”). SAM is a registered investment advisor with the Securities and Exchange Commission – for more information see www.adviserinfo.sec.gov. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market index information was compiled from sources that SAM believes to be reliable. No representation of guarantee is made hereby with respect of the accuracy or completeness or such data. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.

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