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The Bull and the Bear | Wisdom, Wealth, and Wellness

December 19, 2024
Bull/bear spreads. What does that mean? When people are super optimistic about the future, they place bets or express optimism...
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Adapt | Wisdom, Wealth, and Wellness

November 25, 2024
Elections often stir strong emotions, but navigating the financial landscape requires focusing on long-term strategies rather than reacting to short-term...
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Quarterly Commentary front page Investing is simple but not easy video

Investing Is Simple but Not Easy

November 6, 2024
Investing Is Simple but Not Easy1 The market continued its fantastic run in the third quarter of 2024. The S&P...
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The Centurion Rule | Wisdom, Wealth, and Wellness

October 7, 2024
Join Jonathan Satovsky as he reflects on how the principles we follow in financial advisement can lead to more meaningful...
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Keep It Simple | Wisdom, Wealth, and Wellness

August 14, 2024
When someone receives a large sum of money unexpectedly, sudden wealth syndrome can take place, leading to anxiety, isolation, and...
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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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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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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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