A Mindful Approach To Multi-Generational Wealth Advisory
Joined September 2012
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I've been reflecting on the space between opposing views, not as a compromise, but as a creative zone where ideas merge. Insisting on our own way leads to stalemate, but finding common ground moves us forward. satovsky.com
#CreativeCollaboration #WealthManagement
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A crucial shift in thinking for any investor is to move from a trader's mindset to an owner's mindset. Instead of just watching price tickers, I find it more effective to think of myself as a partner in the businesses I invest in. Satovsky.com
#WealthManagement
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When I left American Express to start my own firm, one of the first challenges was choosing a name. After discovering that many of my more creative ideas were already taken, I settled on a practical choice. satovsky.com #WealthManagement
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Jonathan Satovsky retweeted
Tom Brady shares what he tells every college athlete he meets and it's not what they expect.
"I hope this experience is hard for you. I hope it's not easy."
"I hope today in this game you're losing in the 4th quarter and you look at each other in the eye and try to figure out solutions to how you're gonna win the game."
"That's how you're gonna find out what you're made of."
You find out who you are when you are challenged. Expect adversity. Expect tough moments.
"Life is hard. The challenges of life are hard."
"This program is hard. It's built on toughness. It's built on resilience. And that's what I wanna see from this team."
You can't wish for easy or hope for easy.
Adversity is a gift if you let it be.
(🎥 Fox)
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I've observed a fascinating pattern among investors over the years. Many who adopt highly complex strategies, even when financially successful, often don't seem joyful. Satovsky.com
#InvestorInsights #FinancialWellness #SimplicityInInvesting #WealthManagement
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I find it fascinating that while we can mathematically model a person's need and capacity for financial risk, we can't create a perfect formula for their willingness to take it. Satovsky.com
#FinancialPsychology #RiskTolerance #InvestmentBehavior #WealthManagement
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Discipline is destiny
May 28
Mike Tyson dropped pure wisdom on JRE:
“You don’t have discipline? You ain’t nobody. Nothing.”
Then he hit the killer line Cus D’Amato taught him:
“Discipline is doing what you hate to do, but do it like you love it.”
Joe Rogan nailed the follow-up: master that and you can succeed at anything.
I’ve got plenty of things I know I should do that I straight-up dread. The days I force myself to attack them with energy instead of dragging my feet? Those are the days momentum actually shows up.
Talent and motivation are everywhere. Discipline is what separates the ones who actually make it from the ones who stay “almost there.” In a world full of distractions and easy dopamine, this mindset feels like a cheat code most people never unlock.
What’s one thing you hate doing but know you need to do and how do you trick yourself into loving the process?
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Jonathan Satovsky retweeted
May 26
Charlie Munger, the Stoic: "Life will have terrible blows in it. Horrible blows. Unfair blows. It doesn't matter. And some people recover and others don't."
"There, I think the attitude of Epictetus is the best. He thought that every mischance in life was an opportunity to behave well. Every mischance in life was an opportunity to learn something. Your duty was not to be submerged in self-pity, but to utilize the terrible blow in a constructive fashion."
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This Memorial Day, we honor those who gave their lives in service to our country. Their sacrifice reminds us that freedom is never free. Wishing you and your family a meaningful holiday. Satovsky.com #MemorialDay2023 #HonorTheFallen #RememberAndReflect #FreedomIsntFree
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Jonathan Satovsky retweeted
This one advice can completely change your life‼️‼️
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Regardless of your view of Elon - this is valuable insight to remember to be a go giver and contributor during this lifetime…ask better questions…
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Hyper-Personalized Wealth Management for Individuals and Families
linkedin.com/pulse/hyper-per…
#wealthManagement #RIA #NYCAssetManagement
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Wealth is more than what we build. It is what we pass on: values, perspective, resilience, and care.
This Mother’s Day, we honor the mothers, grandmothers, and mother figures who help shape that legacy across generations.
#MothersDay #WealthManagement #HonoringMotherhood
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The Satovsky team was proud to attend the Way to WIN Gala in support of Win, Women In Need, led by Win President and CEO Christine Quinn.
satovsky.com
#WayToWINGala #WomenInNeed #TomorrowNY #CampWin #IncomeBuildingProgram #NYC #Community #GivingBack #christinequinn
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Jonathan Satovsky speaks with Chip Conley youtu.be/ZLOq5DPfFAg?si=nhrj… via @YouTube
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youtu.be/ZLOq5DPfFAg In this episode of Wisdom, Wealth and Wellness, host Jonathan Satovsky speaks with Chip Conley, founder of Joie de Vivre Hotels, Head of Global Hospitality at Airbnb and founder of the Modern Elder Academy.
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Trust is the cornerstone of the wealth management business. While many clients select advisors they like, the real difference-makers are those who prioritize fiduciary responsibility. Trust and a long-term vision are essential! Satovsky.com
#Trust #WealthManagement
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Private credit funds have gained immense popularity on Wall Street, promising high returns (10% ) with low risk. However, it's crucial to understand that this perceived low risk can be an illusion. Satovsky.com
#PrivateCredit #InvestmentEducation #WealthManagement
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