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Cover image for A cat has nine lives Quarterly Commentary by Avi Berg

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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Statistical Anomalies | Wisdom, Wealth, and Wellness

July 23, 2024
In the fascinating world of statistics, anomalies hold a unique allure for enthusiasts like Jonathan Satovsky. These deviations from the...
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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...
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Cover slide for Lessons from St. Andrews for Jonathan Satovsky VLOG

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...
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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...
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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...
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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...
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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...
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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...
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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...
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