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

Obsessing | Jonathan Satovsky

February 11, 2025
Hey everyone, I’m obsessing about what truly matters in financial advising. It’s not just about numbers but the connections we...

Compounding | Jonathan Satovsky

February 10, 2025
Jonathan Satovsky discusses the concept of compounding interest and its impact on wealth accumulation. He compares the growth of money...

Runnin | Jonathan Satovsky

February 4, 2025
Jonathan Satovsky explores themes of motivation, inspiration, investing habits, and personal development. He emphasizes the importance of discipline in adhering...

Buddha | Jonathan Satovsky

February 3, 2025
Jonathan Satovsky delves into the teachings of Siddhartha, the Buddha, focusing on the “middle way” and the belief that “the...

The Uncertainty Solution | Jonathan Satovsky

February 3, 2025
Jonathan Satovsky discusses the complexities and inherent unpredictability of financial markets. He references “The Uncertainty Solution,” emphasizing the wide range...

Q4 Thoughts | Jonathan Satovsky

January 23, 2025
Did you know? When consumer sentiment is low, it often correlates with higher expected returns in the equity market! The...

Storytelling | Jonathan Satovsky Thoughts

January 21, 2025
Storytelling. Reading Yuval Harari’s book 21 Lessons for the 21st Century. And storytelling is what enables humans to create culture,...

Fear Sells | Jonathan Satovsky Thoughts

January 17, 2025
In wealth management, adopting an endowment mindset can transform how you approach your financial future. By focusing on sustainable strategies...

The Endowment Mindset | Wisdom, Wealth, and Wellness

December 27, 2024
In wealth management, adopting an endowment mindset can transform how you approach your financial future. By focusing on sustainable strategies...

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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