Read the latest from our team.
Over the last two weeks, we have placed the choice between using passive tools vs. active tools into the greater context of our lives. As a quick review: Active investing requires far more effort – either on the part of the investor, or on the part of another (creating an expense to the investor). Active …
Rocky, thanks for humoring me and joining me on the whole “Wealth is having a moment in our culture” riff. I think we have to be careful not to demonize people with money. ABOUT ROCKY LALVANI & RICHER SOUL Wealth Coach Rocky Lalvani, MBA, Enrolled Agent IRS, helps people who have financial success utilize their …
Last week, we introduced the constant competition between two camps of investors: the Active vs. the Passive. And, without taking a stance re: financial outcomes (performance is entirely unpredictable), we made the case that a passive approach might be the better approach. It is the one I choose personally, and recommend often – if for …
There are two ideas constantly competing for dominance in the world of investing advice – Active vs. Passive. Your outcomes, in terms of investment returns, will probably differ very little based on which side you choose to believe – though evidence does support a passive approach. Your outcomes, in terms of the time spent and …
I am very anxious about a lot of things, but “not running out of money” tops my list. It took me a long time to identify the source of this anxiety, but now I know it stems from growing up in a family that had very few resources – and knowing how close we were …
The market moves quickly. No one (not I, not you), can see it coming. Some people continuously repeat their predictions and eventually look very smart… you know, broken clocks. Some people say they see it coming beforehand (lots of people say lots of things) – you can’t know who will be right. More people say …
“Difficult to see, always in motion is the future.” -Yoda To my fellow Berkeleyans and other Bay Area residents, the headlines about the decline of American democracy are getting downright scary. I have begun to hear questions about how this might affect the economy and markets. It’s probably a good time to return to our …
ABOUT THE EPISODE Jennifer Gligoric sits down with Jonathan DeYoe, financial advisor and author of Mindful Money, to discuss his new book and talk about wealth-building practices and how to build generational wealth. He discusses how to apply your mindfulness and what assets you to prepare for the future financially. Jonathan has a goal focus …
As many of you know, my son – Eli – is a musician. You can see his work – both covers and originals – on his Youtube channel. About a month ago, he was listening to Coney Island, a Taylor Swift song featuring Matt Berninger (of The National), when I heard the following lyric in …
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