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

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...
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,...
Stock Markets - Rolling the dice

Lehman, the Lottery, and the Long View

September 28, 2018
Jonathan M Satovsky discusses markets 10 years after the Lehman Brothers collapse, describes how consumers’ lottery habits hurt them, and...
Travel, Emerging Markets, And Breaking Through The Noise

Travel, Emerging Markets, and Breaking Through the Noise

July 25, 2018
Jonathan Satovsky discusses recent global market performance, demographic trends in emerging markets, and the ability to break free from daily...
Building Good Investor Habits & Eating Your Own Cooking

Building Good Investor Habits & ‘Eating Your Own Cooking’

June 19, 2018
Jonathan M Satovsky discusses the importance of developing good savings habits, the distractions caused by feeding into the frenzy of...

Impact of the New Tax Reform Legislation

December 20, 2017
Jonathan discusses the impact of the new tax reform legislation as well as our updated cyber-security policies.  
Small-Cap Tilts And The Recent Outperformance Of Foreign Equities

Small-Cap Tilts and the Recent Outperformance of Foreign Equities

October 20, 2017
Jonathan discusses small-cap tilts and the recent outperformance of foreign equities.  
Creating Financial Abundance | Overcoming Obstacles To Success

Creating Financial Abundance | Overcoming Obstacles to Success

August 24, 2017
Jonathan discusses his mission to create abundance for others, common obstacles to success, and popular investor concerns.  
Warren Buffett Long Term Investing

How to Setup a Long-Term Financial Plan

June 30, 2017
Jonathan discusses the importance of ignoring the headlines, new fund flow data, and how to set up a long-term financial...
Tricking Yourself Into Long-Term Investor Success

Tricking Yourself Into Long-Term Investor Success

June 6, 2017
Jonathan Satovsky discusses the importance of saving, common investor pitfalls, and how to trick yourself into long-term success.

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