Jonathan discusses taxes, 1st quarter market performance, and the persistency of factors in the markets. He further explains how owning a globally diversified portfolio tilting toward small, cheap, and profitable businesses should benefit investors over time.
Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA
Satovsky Asset Management, LLC (SAM)
232 Madison Avenue, Suite 400
New York, NY 10016
Phone: 212.584.1900
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