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

Hedge Clippers | Wisdom, Wealth, and Wellness

June 18, 2024
In our latest blog post, Jonathan Satovsky discusses how whether you are managing a portfolio or gardening, regular maintenance is...

Lessons from St Andrews | Wisdom, Wealth, and Wellness

June 10, 2024
Jonathan Satovsky reflects on his recent experience of playing golf at The Old Course at St Andrews, drawing parallels between...

Tracking Error | Wisdom, Wealth, and Wellness

May 20, 2024
Wealth management is all about cultivating lasting financial confidence over generations. Drawing insights from Warren Buffett’s long-term investment approach, Jonathan...

Process Over Performance | Wisdom, Wealth, and Wellness

May 3, 2024
Explore the essence of investing beyond mere performance metrics in our latest blog post. Delve into the importance of challenging...

Behavior

April 25, 2024
After a very strong 2023, markets generally continued to rise in the first quarter of 2024. The S&P 500 rose...

Financial Literacy Month | Wisdom, Wealth, and Wellness

April 1, 2024
Imagine a world where every decision is powered by understanding, not guesswork, understanding. This month, we celebrate that vision. Daniel...

A Dime of Every Dollar | Wisdom, Wealth, and Wellness

March 26, 2024
Discipline. Habits. Cajoling people into doing what’s in their long-term best interest. Two simple ideas: Saving a dime of every...

Concentration vs. Diversification | Wisdom, Wealth, and Wellness

February 22, 2024
Concentration versus diversification. You concentrate to get rich, you diversify to stay rich. This is Jonathan Satovsky of Satovsky Asset...
Satovsky Asset Management The good life

The Good Life | Wisdom, Wealth, and Wellness

February 12, 2024
Good morning, this is Jonathan Satovsky of Satovsky Asset Management and on today’s episode of “Seeking Wisdom, Wealth and Wellness...
Satovsky Asset Management Surprising end of year

A Surprising (?) End to the Year

February 5, 2024
It was quite a year. At the start of the year, inflation was at 6.5%. Nearly everyone was predicting a...
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