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The Bull and the Bear | Wisdom, Wealth, and Wellness

December 19, 2024
Bull/bear spreads. What does that mean? When people are super optimistic about the future, they place bets or express optimism...
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Adapt | Wisdom, Wealth, and Wellness

November 25, 2024
Elections often stir strong emotions, but navigating the financial landscape requires focusing on long-term strategies rather than reacting to short-term...
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The Power of Incentives | Wisdom, Wealth, and Wellness

November 20, 2024
In this reflective piece, Jonathan Satovsky shares insights from his experience at Ireland’s Kilkenomics – The World’s First Economics and...
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Investing Is Simple but Not Easy

November 6, 2024
Investing Is Simple but Not Easy1 The market continued its fantastic run in the third quarter of 2024. The S&P...
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Stick to the Plan | Wisdom, Wealth, and Wellness

October 28, 2024
Consistency and discipline are key to long-term wealth management. Read on to see how a steady strategy leads to lasting...
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The Centurion Rule | Wisdom, Wealth, and Wellness

October 7, 2024
Join Jonathan Satovsky as he reflects on how the principles we follow in financial advisement can lead to more meaningful...
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The Three Keys | Wisdom, Wealth, and Wellness

September 25, 2024
Jonathan Satovsky shares the three essential keys to successful financial planning. By mastering these principles, you can navigate the complexities...
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Yield | Wisdom, Wealth, and Wellness

September 10, 2024
Many wealthy and retired investors frequently express a need for yield to sustain their lifestyle in retirement. In this post,...
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Keep It Simple | Wisdom, Wealth, and Wellness

August 14, 2024
When someone receives a large sum of money unexpectedly, sudden wealth syndrome can take place, leading to anxiety, isolation, and...
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A Cat Has Nine Lives

July 25, 2024
The market continued its fantastic run in the second quarter of 2024. But what I should really say is that...
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