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tax loss harvesting

Tax-Loss Harvesting | Offsetting Future Gains

August 27, 2019
Jonathan M Satovsky discusses how in periods of high volatility, we should ride the wave by leveraging Tax-Loss Harvesting to...
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Senior couple on a sailing cruise - Should You Invest More Conservatively As You Get Older.

Should You Invest More Conservatively As You Get Older?

July 26, 2019
Jonathan Satovsky hosts a Summer School class on the benefits of focusing the mind on investing in small and profitable...
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Different Approach - Different Direction - Times Of High Anxiety Make For A Good Time To Invest

Times of High Anxiety Make for a Good Time To Invest

June 27, 2019
Jonathan M. Satovsky discusses the benefit of people reflecting on their behavior and balancing the here and now with the...
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Business and growth concept, women in wealth

Women in Wealth | Why Women Tend To Out-Perform Men in the Financial Markets

May 14, 2019
In honor of Mother’s Day, Jonathan discusses women and their role in investing in our culture. He also explains how...
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Diversified Investment Portfolio

Mitigate Tax Ramifications by Owning a Globally Diversified Portfolio

April 12, 2019
Jonathan talks about 1st Quarter 2019 market performance and the persistency of factors in the markets. He further explains how...
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Mindfulness And The Math Of Money

Mindfulness and the Math of Money

March 14, 2019
Jonathan Satovsky discusses mindfulness, March Madness and the math of money. He explains how awareness, discipline and collaboration are essential...
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Concentrate to Get Rich, Diversify to Stay Rich | Investing in Profitable Businesses

February 15, 2019
Jonathan discusses building loving habits and mindset for investing in profitable businesses for a lifetime.  Concentration to get rich and...
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long-term focused wealth management - ack Bogle’s Investment Principles | Continued Education, Long-Term Thinking & Keeping It Simple

Jack Bogle’s Investment Principles | Continued Education, Long-Term Thinking & Keeping It Simple

January 18, 2019
Jonathan discusses principles from late Vanguard founder Jack Bogle, reviews asset class performances in 2018, and adds context to the...
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Happy Senior Couple Planning Family Budget Together With Laptop And Papers

Saving For Retirement, and Spending In Retirement | Financial Planning Advice

December 18, 2018
Jonathan Satovsky discusses fears around recent volatility, and the importance of playing an active role in your retirement savings plan,...
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Thanksgiving - gratitude - wealth - Day Gratitude | Investment Advice

Thanksgiving Day Gratitude | Investment Advice

November 21, 2018
Jonathan discusses investing in the Markets vs. Cash – maintaining a long term investment perspective. Metrics on business / stock...
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