Read the latest from our team.
Mortgage rates have fallen to historical lows (in the range of 2.0-3.0%), which has encouraged people to buy homes or refinance their current mortgages. A big decision-making point in doing so is whether to get a 15- or 30-year mortgage. We’d like to share a little bit of our thought process when it comes to …
It was bound to happen, I finally spoke with someone who made a similar discovery – and commitment – upon realizing how far they let themselves slip. Gary and I have parallel stories about recapturing our health. Gary, thanks for helping me remember Ernie Guzman. I think without his support during my second year in …
Money is powerful. It affects all areas of our lives. Not only that, but human nature puts us at risk of making irrational financial choices. Today we are talking with Event Coordinator Sara Witt from Mindful Money who explains the importance of taking risks, being aware of our spending, and why it’s important to face …
In his 2021 Forecasts Event (held January 25, 2021), Jonathan K. DeYoe discusses the global markets and economies in light of Covid-19 other current events and offers an explanation of where we might be going.
...Great conversation with my new friend, Dave Pamah. We grabbed every “third rail” of communication we could – politics, religion, and money – and we held on tight to the end. Thanks Dave. ABOUT THE DAVE PAMAH SHOW The Dave Pamah show seeks to revive, restore, awaken and reform your innermost capabilities. Dave connects you …
As a goal-focused planning-oriented advisor, this is not my circus. But I’ve received more than a few questions. Over the full arc of this trade some will win and some will lose, and there will be a lot of blame and a lot of questions of legality and ethics. Avoiding this craziness is the main …
Meet Paul Rubin, a financial planner at Mindful Money. In this interview, Paul talks about what mindfulness means to him and his experience at Mindful Money. Money is powerful. It can both add to and detract from all areas of our lives. But human nature puts us at risk of making irrational financial choices. Today …
You may recall from prior years that our January letter is longer than other quarters because it includes the annual restatement of our Guiding Principles before we talk about lessons learned or make observations about our current environment. GUIDING PRINCIPLES: We are goal-focused and planning-driven. We exist within a culture of personal finance that is …
Once you have a sound investment plan, one of the most dangerous questions you can ask yourself is, “Should I change my investing strategy, because _____?” It usually starts out like this… You’re investing exactly as your plan suggests you do. You’re appropriately allocating across asset classes. You’re diversifying within them. You’re saving at least …
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