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 of June 8, 2021. This post is the first…
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Jonathan Satovsky talks about why it’s more important to have a good investing philosophy than obsess about performance. Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management. And today’s topic on seeking wisdom,…
Jonathan Satovsky provides commentary and key insights from Warren Buffet and Charlie Munger’s Annual Berkshire Hathaway conference, including the importance of taking a lifelong approach to investing. Good afternoon, this is Jonathan Satovsky of…
This commentary is an excerpt from our Q1 2021 Market Report, which also features world capital market performance along with the returns of stock and bond asset classes in the US and international markets during Q1…
Investors commonly focus on the returns of their investment portfolio and overlook or minimize the intrinsic value derived from investing in the advisory relationship. In this new video blog, Jonathan asks a simple yet profound…
This article addresses the uncertainty surrounding life insurance by exploring the different types of life insurance policies available, the different uses for those policies, how to assess the proper amount of coverage you should have,…
Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management. On today’s episode of wisdom, wealth and wellness, I want to talk about restricted stock units. Many corporations give restricted stock awards or units to…
This commentary is an excerpt from our Q4 2020 Market Report, which also features world capital market performance along with the returns of stock and bond asset classes in the US and international markets during Q4…
Jonathan Satovsky reflects on the rollercoaster of 2020, and offers advice on mindful living to bring joy to each moment in 2021 and beyond. Happy Holidays! This is Jonathan Satovsky, and for the holidays 2020,…
Jonathan shares an important message about the pursuit of joy, and finding gratitude within yourself, even during the most testing of times. ___ Good afternoon. This is Jonathan Satovsky on this episode of seeking wisdom,…