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

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...

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...

Automate, Delegate | Wisdom, Wealth, and Wellness

July 31, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...

Pension Obligations | Wisdom, Wealth, and Wellness

July 17, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...

Protecting Our Elders | Wisdom, Wealth, and Wellness

July 10, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...

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