Blog Insights

Stamina & Endurance
January 7, 2026
When it comes to investment returns, size matters—but perhaps not in the way you'd think. Historically, small companies have outshined large ones with 20% compounded annual growth over the past centuries. Yet, the past 10 to 20 years have seen large companies leap ahead, boasting around 15% annual returns. Is this a temporary trend, or…
Read MoreSign Up
Get the latest on retirement and investing
Jonathan Satovsky Interviews Rabbi Simon Jacobson
December 18, 2025
In this episode, host Jonathan interviews Simon Jacobson, founder of the Meaningful Life Center, about integrating ancient Hasidic wisdom into…
Read MoreAlways on the run
December 18, 2025
Feeling overwhelmed by financial uncertainty? One effective way to manage this is through grounding techniques. Simple acts like standing in…
Read MoreStatistics, Statistics, Statistics
December 17, 2025
When it comes to investment returns, size matters—but perhaps not in the way you'd think. Historically, small companies have outshined…
Read MoreLearning something new
December 12, 2025
Balancing practical investments with visionary moonshots is essential. While reliable, profitable businesses ground us, it’s the moonshots that spark transformative…
Read MoreMeasuring Success
December 11, 2025
Success in financial planning isn’t one-size-fits-all. It might mean reaching key goals, feeling confident in your plan, or outperforming the…
Read MoreMarket Timing | Q3 2025 Quarterly Market Commentary Video
October 22, 2025
Satovsky Asset Management CIO Avi Berg comments on the 2025 Q3 market. DOWNLOAD Q3 2025 MARKET REVIEW PDF
Read MoreBeyond the Headlines | Q2 2025 Quarterly Market Commentary Video
July 23, 2025
Satovsky Asset Management CIO Avi Berg comments on the 2025 Q2 market.
Read MorePerformance Anxiety
June 12, 2025
In discussing performance anxiety, I realized the importance of authenticity. Early in my career, I often felt anxious about providing…
Read MoreKnowing and Doing
June 11, 2025
I've always believed that knowledge alone isn't enough. It's the execution that truly drives success, especially in investing. Ongoing research…
Read Moremore









