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

Warren Buffett Long Term Investing

How to Setup a Long-Term Financial Plan

June 30, 2017
Jonathan discusses the importance of ignoring the headlines, new fund flow data, and how to set up a long-term financial...
Tricking Yourself Into Long-Term Investor Success

Tricking Yourself Into Long-Term Investor Success

June 6, 2017
Jonathan Satovsky discusses the importance of saving, common investor pitfalls, and how to trick yourself into long-term success.

Investor Risk Tolerance | Spread Between Value and Growth Companies

May 23, 2017
Jonathan discusses investor risk tolerance in the context of yesterday’s selloff, as well as the spread between value and growth...
The Buffett Bet & Digital Technology

The Buffett Bet & Digital Technology

April 28, 2017
Jonathan discusses the behavioral gap, Buffett’s wager, and the importance of maintaining a long-term investing mindset. As always, please feel...

Federal Reserve Decision to Raise Interest Rates | Behavioral Finance

March 17, 2017
Jonathan discusses The Federal Reserve’s decision to raise interest rates and offers his perspective on behavioral finance.  

Fear, Fees, and the Fiduciary

February 17, 2017
Jonathan discusses the three F’s important to many investors: Fear, Fees, and Fiduciary responsibility.

Major Market Events and the Outlook for the Year Ahead

January 6, 2017
Jonathan reviews the major market events of 2016 and discusses his outlook for the year ahead.

Investor Sentiment

November 23, 2016
Jonathan discusses investment sentiment.

Global Markets | Federal Reserve Policy | Market Valuations

September 22, 2016
Jonathan discusses his views on the three most important factors currently driving global markets:  Federal Reserve policy, the upcoming Presidential...

Optimistic Outlook for Global Equity Markets

June 7, 2016
Jonathan discusses why persistent negative sentiment has reinforced his optimistic outlook for global equity markets.  

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