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

Obsessing | Jonathan Satovsky

February 11, 2025
Hey everyone, I’m obsessing about what truly matters in financial advising. It’s not just about numbers but the connections we...

Compounding | Jonathan Satovsky

February 10, 2025
Jonathan Satovsky discusses the concept of compounding interest and its impact on wealth accumulation. He compares the growth of money...

Runnin | Jonathan Satovsky

February 4, 2025
Jonathan Satovsky explores themes of motivation, inspiration, investing habits, and personal development. He emphasizes the importance of discipline in adhering...

Buddha | Jonathan Satovsky

February 3, 2025
Jonathan Satovsky delves into the teachings of Siddhartha, the Buddha, focusing on the “middle way” and the belief that “the...

The Uncertainty Solution | Jonathan Satovsky

February 3, 2025
Jonathan Satovsky discusses the complexities and inherent unpredictability of financial markets. He references “The Uncertainty Solution,” emphasizing the wide range...

Markets and Memes

January 28, 2025
Happy new year to you and your families. Despite the second strong year in a row for markets, some people...

Q4 Thoughts | Jonathan Satovsky

January 23, 2025
Did you know? When consumer sentiment is low, it often correlates with higher expected returns in the equity market! The...

Storytelling | Jonathan Satovsky Thoughts

January 21, 2025
Storytelling. Reading Yuval Harari’s book 21 Lessons for the 21st Century. And storytelling is what enables humans to create culture,...

Fear Sells | Jonathan Satovsky Thoughts

January 17, 2025
In wealth management, adopting an endowment mindset can transform how you approach your financial future. By focusing on sustainable strategies...

The Endowment Mindset | Wisdom, Wealth, and Wellness

December 27, 2024
In wealth management, adopting an endowment mindset can transform how you approach your financial future. By focusing on sustainable strategies...
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