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

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...

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...

The Power of Incentives | Wisdom, Wealth, and Wellness

November 20, 2024
In this reflective piece, Jonathan Satovsky shares insights from his experience at Ireland’s Kilkenomics – The World’s First Economics and...

Stick to the Plan | Wisdom, Wealth, and Wellness

October 28, 2024
Consistency and discipline are key to long-term wealth management. Read on to see how a steady strategy leads to lasting...

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...

The Three Keys | Wisdom, Wealth, and Wellness

September 25, 2024
Jonathan Satovsky shares the three essential keys to successful financial planning. By mastering these principles, you can navigate the complexities...

Yield | Wisdom, Wealth, and Wellness

September 10, 2024
Many wealthy and retired investors frequently express a need for yield to sustain their lifestyle in retirement. In this post,...

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