Read the latest from our team.
As I wrote this in the run-up to the holiday season, markets seemed to be on the mend from the bear that started January 3rd, the air was coming out of the inflation balloon, and talk of recession probabilities was the new crisis du jour (it ALWAYS has to be something). The biggest surprise to …
In early December, I was on a panel entitled Sustaining, Enduring and Thriving Through Crisis at the 2022 Market Counsel Summit. Diana Britton, managing editor of WealthManagement.com, convened us. My fellow panelists were Gavin Spitzner, president of Wealth Consulting Partners, John Hyland, a managing director with Private Advisor Group, and Marc Nichols, a product director …
Since my brother died, my meditation practice has been spotty because whenever I attempt to sit quietly I’m quickly overwhelmed by feelings of loss surrounding Dave’s death. From a meditation practice perspective, this is emotional overwhelm. When I brought this up with a teacher, I learned that the brain’s response to overwhelm is the same, …
Thank you, Doc for an excellent conversation. ABOUT THE EPISODE Doc G of the Earn & Invest Podcasts talks with Jonathan DeYoe of Mindful Money about how to be thoughtful about what our financial framework is meant to support. Jonathan takes us through his pillars of happiness and how to use them to create a …
To borrow from Churchill, “The balanced (stock/bond) portfolio is the worst form of investing known to man, except for all the other forms.” All forms of investment have some kind of risk associated with them. If they did not, they would not provide the necessary opportunity for return. Riskless is the same thing as returnless. …
Thank you, Adam for a fantastic conversation. ABOUT THE EPISODE Jonathan shares a lot of timeless advice with the audience about being mindful with your money. He explains the difference between currency and money, he discusses the two most important things in life, how to quiet your mind and stop reacting to external stimulus, and …
When I worked in SF, I was on the 35th floor of a downtown building. On the way to work every day, I looked up at the building and I thought – “Wow, it really is a very nice building.” And I would go in through a sparkling clean lobby to a wood and mirror-paneled …
Thursday last week, I returned home after a 7-day silent Vipassana meditation retreat at Spirit Rock. Our day started with a bell of awakening at 6:00 am and our first sit in the meditation hall started at 6:30. Our last sit in the meditation hall ended at 9:30 pm. All told, we spent about 7 …
Stock selection is hard because leaders change hands. 25 years ago Apple was nearly bankrupt – and if it wasn’t for Microsoft’s last-minute investment, it would have gone under. Now it is the largest company in the world (by market cap). This is one reason that academics (and evidence-focused advisors like me) suggest that owning …
Page [tcb_pagination_current_page] of [tcb_pagination_total_pages]