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

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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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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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