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The more that you learn, the more places you’ll go.”

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The Fundamentals of Donor-Advised Funds

November 14, 2022
As we head into the season of giving and approach the end of 2022, it’s the perfect time to talk...
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Delayed Gratification | Wisdom, Wealth, and Wellness

September 28, 2022
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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Paying For Education: College Savings Plans

Saving for Education – Have You Considered Your Options?

July 19, 2021
This article explores the importance of having an education savings plan, the main vehicles for saving including their advantages and...
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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...
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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...
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In this excerpt from SAM’s recent webinar event, Christine Lucero, JD, CFP®, CPWA® provides an update on the proposed changes to US income & estate tax laws, as at June 8, 2021.

Proposed Changes to US Income and Estate Tax Laws

June 17, 2021
In this excerpt from SAM’s recent webinar event, Christine Lucero, JD, CFP®, CPWA® provides an update on the proposed changes...
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Investing Philosophy is exponentially more important than performance

Your investing philosophy is exponentially more important than performance

May 20, 2021
Jonathan Satovsky talks about why it’s more important to have a good investing philosophy than obsess about performance.   Good...
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Instead of thinking about your return on investment, what is your ROAR: Return on a Relationship, and why is that important?

Return on Investment or Return on Relationship?

April 16, 2021
Investors commonly focus on the returns of their investment portfolio and overlook or minimize the intrinsic value derived from investing...
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This article explores different types of life insurance policies and offers tips for determining the right amount and type of coverage for you.

Life Insurance Made Simple – Everything You Need To Know

March 31, 2021
This article addresses the uncertainty surrounding life insurance by exploring the different types of life insurance policies available, the different...
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Satovsky-Estate-Tax

Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan

October 21, 2020
An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment...
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