Satovsky Asset Management

What if you thought of your finances like a university endowment—built to weather storms and sustain over time? In my latest vlog post, I explore how this mindset can guide you toward financial sustainability and a lasting legacy. Watch: https://lnkd.in/eC9BkFxS #WisdomWealthWellness #Mindset #FinancialSustainability Discover more insights and meet our knowledgeable and trusted advisory team at satovsky.com.

The markets are always shifting, but how can we stay grounded? In his latest vlog, Jonathan Satovsky unpacks the meaning of bull and bear markets and why leaning against your impulses can build lasting financial health. Watch the full vlog here: https://lnkd.in/eeyuMCxA #HyperPersonalized #TrustedAdvisoryTeam #FinancialWisdom Discover how our knowledgeable and trusted advisory team can guide your hyper-personalized wealth journey at satovsky.com.

Family goals and financial flexibility go hand in hand, and saving consistently is the key to bridging the two. Aim to save 10-20% of your gross income annually—it’s a simple yet powerful habit that builds a safety net for your future. If you fell short this year, consider making an extra contribution before year-end. Every dollar saved is a step toward greater freedom and security for the ones who matter most. #Finance #SavingsGoals #FinancialFreedom Ready to align your family’s goals with hyper-personalized wealth management? Visit satovsky.com to learn how we can help.

Christine Lucero, who has been on a well-deserved winning streak, is closing out the year with a spot on the InvestmentNews 2024 Hot List! This recognition celebrates exceptional leaders whose contributions have shaped the wealth industry over the past 12 months. Christine's dedication to fostering lasting relationships with clients and delivering hyper-personalized advice embodies the values we hold dear at Satovsky Asset Management. Congratulations to Christine and to all the leaders on this year’s list who are doing an excellent job advancing and shaping the future of finance. Want to build a lifelong relationship with our knowledgeable and trusted advisory team? Learn more at satovsky.com. _____ InvestmentNews is an independent company and is not a current or past client or solicitor of Satovsky Asset Management (“SAM”). SAM did not pay any fees to be included in the InvestmentNews second annual Hot List. From hundreds of nominations, InvestmentNews narrowed the list down to 97 individuals whose contributions have helped shape the wealth industry over the past 12 months. The following link provides information about the award process and the other awardees: https://lnkd.in/gbsWBk5v

According to a Northwestern Mutual study, 75% of #investors feel more confident that they are on track to achieve #FinancialSecurity after working with an advisor. Having a #FinancialAdvisor by your side can provide you with the knowledge and expertise needed to make informed decisions, ultimately leading to peace of mind and confidence in your financial success. If you are interested in learning about the hyper-personalized approach that Satovsky Asset Management applies to multi-generational wealth advisory, visit us at satovsky.com.

This Hanukkah, may the light of each candle illuminate the many blessings in your life and fill your home with warmth and joy. Wishing you and your family peace and light this holiday season and always. #Hanukkah #ChagSameach #WealthManagement We'd love to connect with you! Find us at satovsky.com.

We hope this season of celebration fills your days with peace, joy, and treasured moments with loved ones. Happy holidays and warm wishes for a bright and prosperous year ahead! — Your trusted advisors at Satovsky Asset Management #HappyHolidays #WealthManagement #FinancialPlanning Connect with us at satovsky.com.

The stock market is often influenced by optimism or fear, but your financial decisions should follow a calm, steady course. In his latest vlog, Jonathan Satovsky explains the psychology behind bull and bear markets, offering insights on how small, intentional habits can shape your financial future. Watch: https://lnkd.in/eY2SV8bd #WealthPlanning #Advisor #Finance Learn more about our hyper-personalized approach at satovsky.com.

Did you know that individuals age 70½ and older can use a Qualified Charitable Distribution (QCD) to make a tax-advantaged impact? A QCD allows you to direct up to $105,000 from your IRA to a qualified charity, satisfying your Required Minimum Distribution while potentially reducing your taxable income. It’s a smart and hyper-personalized way to align your financial and philanthropic goals. #CharitableGiving #WealthManagement #TaxPlanning Visit us at satovsky.com to connect with our knowledgeable and trusted advisory team.

From NFL linebacker to venture capitalist and philanthropist, Ryan Nece graciously joined me for the latest episode of the "Wisdom, Wealth, and Wellness" podcast. Ryan shares his inspiring journey from professional football to founding Next Play Capital. Together, we explore the discipline and values that shaped his career, his dedication to giving back, and how he empowers athletes to thrive beyond the game. Watch the full episode on YouTube: https://lnkd.in/eFteW6pr Learn more about the Ryan Nece Foundation: https://lnkd.in/edzjkakS For more ways to connect with Ryan and to learn more about the show, visit our podcast page: https://lnkd.in/e9cvqTyH #WealthManagement #Podcast #VentureCapital Meet our trusted and knowledgeable advisory team at satovsky.com.