Education Library

"Learning never exhausts the mind."

LEONARDO DA VINCI

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

 

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Taking Stock With SAM: A Market Discussion – June 2023

June 30, 2023
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Taking Stock With SAM: A Market Discussion – March 2022

March 16, 2022
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The Economy is Re-Opening: What Is The Path Forward?

June 21, 2021

Blog Insights

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The best is yet to come… | Jonathan Satovsky

March 28, 2025
The Power of Gratitude. In our journey through life, it’s easy to get bogged down by daily challenges. However, practicing...
Intro image for video on Promoters, promotion and advertising by Jonathan Satovsky

Promoters. Promotion. Advertising | Jonathan Satovsky

March 24, 2025
In this episode, I dive into the powerful influence that promotion, advertising, and marketing can have on our financial decision-making....
Intro image for video on Tax planning by Jonathan Satovsky

Tax Planning | Jonathan Satovsky

March 21, 2025
Starting Early and Saving Often. One of the most valuable lessons I speak about is the power of starting early...
Intro image for video on Concentrate to get rich by Jonathan Satovsky

Concentrate to get rich? | Jonathan Satovsky

March 19, 2025
Have you ever heard the saying, “To get rich, you concentrate; to stay rich, you diversify”? This principle really resonates...

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

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