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

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Recession | Wisdom, Wealth, and Wellness

June 26, 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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Four Ways to Ensure Long-Term Financial Security This Pride Month

June 14, 2023
Happy Pride from Satovsky Asset Management! This month, as we celebrate diversity, love, and inclusion, we would like to highlight...
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Active Managers | Wisdom, Wealth, and Wellness

May 23, 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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Investments vs. Investors | Wisdom, Wealth, and Wellness

May 2, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is a little early...
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Bank Solvency | Wisdom, Wealth, and Wellness

March 21, 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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Lessons from SVB | Wisdom, Wealth, and Wellness

March 15, 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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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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