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The more that you learn, the more places you’ll go.”

DR. SEUSS

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Investing is a Lifelong Process – Warren Buffet & Charlie Munger’s Berkshire Hathaway Annual Conference

May 4, 2021
Jonathan Satovsky provides commentary and key insights from Warren Buffet and Charlie Munger’s Annual Berkshire Hathaway conference, including the importance...
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An analysis of all-time market highs over the past century with insights on whether or not to invest in a record high market climate.

Markets Are At All-Time Highs, Should I Invest?

April 30, 2021
This commentary is an excerpt from our Q1 2021 Market Report, which also features world capital market performance along with...
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Instead of thinking about your return on investment, what is your ROAR: Return on a Relationship, and why is that important?

Return on Investment or Return on Relationship?

April 16, 2021
Investors commonly focus on the returns of their investment portfolio and overlook or minimize the intrinsic value derived from investing...
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This article explores different types of life insurance policies and offers tips for determining the right amount and type of coverage for you.

Life Insurance Made Simple – Everything You Need To Know

March 31, 2021
This article addresses the uncertainty surrounding life insurance by exploring the different types of life insurance policies available, the different...
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Top Reasons To Sell Restricted Stock Units On The Vesting Date

March 2, 2021
Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management. On today’s episode of wisdom, wealth and wellness, I want...
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What Can Tom Brady Teach Investors About Winning?

What Can Tom Brady Teach Investors About Winning?

February 3, 2021
This commentary is an excerpt from our Q4 2020 Market Report, which also features world capital market performance along with...
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Jonathan Satovsky reflects on the rollercoaster of 2020, and offers advice on mindful living to bring joy to each moment in 2021 and beyond.

The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness

December 17, 2020
Jonathan Satovsky reflects on the rollercoaster of 2020, and offers advice on mindful living to bring joy to each moment...
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Thanksgiving - gratitude - wealth - Day Gratitude | Investment Advice

Bringing Gratitude To Every Moment This Thanksgiving

November 25, 2020
Jonathan shares an important message about the pursuit of joy, and finding gratitude within yourself, even during the most testing...
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Satovsky-Estate-Tax

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

October 21, 2020
An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment...
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Adversity & Resilience In Seeking Wisdom, Wealth & Wellness

Adversity & Resilience in Seeking Wisdom, Wealth & Wellness

October 16, 2020
This week on the blog, Jonathan talks about facing adversity, building resilience and the importance of defining your why in seeking...
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