Market Commentary

2020 First Quarter

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Disclosures

This blog post is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by Satovsky Asset Management, LLC (“SAM”). SAM is a registered investment advisor with the Securities and Exchange Commission – for more information see www.adviserinfo.sec.gov. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market index information was compiled from sources that SAM believes to be reliable. No representation of guarantee is made hereby with respect of the accuracy or completeness or such data. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.

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The Endowment Mindset | Wisdom, Wealth, and Wellness

In wealth management, adopting an endowment mindset can transform how you approach your financial future. By focusing on sustainable strategies that weather market fluctuations, you can secure your legacy for...

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Bull/bear spreads. What does that mean? When people are super optimistic about the future, they place bets or express optimism about the next three to six months in the stock...

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Elections often stir strong emotions, but navigating the financial landscape requires focusing on long-term strategies rather than reacting to short-term sentiment. Learn how thoughtful planning and resilience can help you...

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