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

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...
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...

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...
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.  

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