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

Beware of Shiny New Objects

November 11, 2021
For those of you whom I’ve never met, I’ve been in the investing business for over 25 years.  I started...

Season of Change — Adapting to Market Conditions

October 15, 2021
Jonathan Satovsky reflects on the recent market volatility, the dangers of attempting to time the market, and the importance of...

Is Freedom Free? Solving The Equation

August 13, 2021
This commentary is an excerpt from our Q2 2021 Market Report, which also features world capital market performance along with...

Looking Forward: Cryptocurrency

July 1, 2021
In this excerpt from SAM’s recent webinar event, we discuss the current limitations of cryptocurrency, and specifically bitcoin as an...
Jason Blumstein, CFA® addresses anticipated inflation activity as the economy begins to re-open by considering historical inflation trends and the key drivers of inflation activity.

Looking Forward: Current Market Activity and Inflation Trends 

June 24, 2021
In this excerpt from SAM’s recent webinar event, we address anticipated inflation as the economy begins to re-open by considering...

Investing is a Lifelong Process – Warren Buffet & Charlie Munger’s Berkshire Hathaway Annual Conference

May 4, 2021
Jonathan Satovsky provides commentary and key insights from Warren Buffet and Charlie Munger’s Annual Berkshire Hathaway conference, including the importance...
An analysis of all-time market highs over the past century with insights on whether or not to invest in a record high market climate.

Markets Are At All-Time Highs, Should I Invest?

April 30, 2021
This commentary is an excerpt from our Q1 2021 Market Report, which also features world capital market performance along with...
The Financial Market Doesn’t Care Who The President Is

There is No Debate – The Financial Market Doesn’t Care Who the President is in the Long-Run

October 5, 2020
An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment...
Election

Presidential Elections & Investing | Should I Invest During Elections?

September 25, 2020
This week on the blog, Jonathan Satovsky analyzes how elections affect investing by looking at historical market volatility during previous...

Inflation, Liquidity and Innovation

August 20, 2020
This week on the video blog, Jonathan talks about how social change, ideation and innovation drive business profitability, and in...

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