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“The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.”

DR. SEUSS

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Understanding | Wisdom, Wealth, and Wellness

January 18, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...
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Passion and Preparation | Wisdom, Wealth, and Wellness

January 12, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...
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Behavioral Financial Planning | Wisdom, Wealth, and Wellness

January 4, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...
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Statistical Significance | Wisdom, Wealth, and Wellness

December 28, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...
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Credit Spreads | Wisdom, Wealth, and Wellness

December 13, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...
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Navigating Headwinds | Wisdom, Wealth, and Wellness

December 6, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...
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Perplexing Headlines | Wisdom, Wealth, and Wellness

November 29, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...
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What We “Know”

November 15, 2022
A common theme in our letters over the last year has been that it’s very hard to time the market....
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The Fundamentals of Donor-Advised Funds

November 14, 2022
As we head into the season of giving and approach the end of 2022, it’s the perfect time to talk...
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Multigenerational | Wisdom, Wealth, and Wellness

November 8, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...
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