Read the latest from our team.
2021 saw more than its share of major headlines. I’ve read probably 10 “Best of 2021″ headline lists, and I’d like to add my own effort – with a little different spin. Here are a seven 2021 headline highlights that shouldn’t have been… A mob stormed the capitol to overturn a presidential election, but had little …
Featured Articles: Good Writing From Around The Web Why Paul Simon? The story of a great song-writer told by a great story-teller. Dodging the Diderot Effect It’s OK to spend on stuff, so long as it is the right stuff for you and so long as you know the limits. Hugging the X-Axis The process …
Bob and I had a great conversation about what gets in the way of our personal growth (and financial success) and how mindfulness can help us reach better outcomes. Skip to: [3:45] Staying focused on what’s important to you. [6:31] “The thing you don’t have is the thing you covet” [10:19] The desire to be …
I have never been comfortable talking about what we do in the community. My parents taught me two important lessons about charity/philanthropy. First, you help those in need, full stop. Second, you don’t run around telling people how great you are for helping. Those have been my marching orders. A decade ago, our advisory council told …
Wesley and I talk about two things that are always true about personal finance. And, we discuss the difference between wealth and mindful wealth. We have a tendency, upon attaining wealth, to seek to protect it and keep it (this can make a lot of sense when resources are scarce). Sometimes this ends in separating …
Thanks, Chris, for having me on the Next-Level Income Show. I think we covered it – the critical importance of knowing your own values at the beginning, the incredible value of having (and following) a plan, the very limited utility of using headlines for your investment decisions, the advantages of truly “passive” investing (no phone …
During times of extreme stress (like the almost 2 years of COVID), we begin to fatigue and our decision making isn’t quite as sound. Schwab explores behavioral wealth advice in their BeFi Barometer. Here are the results of their 2021 Survey and a link to the more in-depth Cerulli whitepaper on the topic.
...Financial planning is tough, but it’s more about character than intelligence. Focusing on long-term gives you an edge and allows patience to be your most important tool. Shark Bite Biz’s David Strausser interviews Jonathan DeYoe, CPWA, AIF, owner and author of Mindful Money about why he doesn’t speculate (buy lottery tickets or Bitcoin). ABOUT DAVID …
Through a series of human questions, Patrick and I build out the core philosophy of goal-focused and planning-driven investing on top of my experiences as a child, my varied educational path (finance, Lutheran Seminary, and Buddhist Philosophy), and my early sales career on Wall Street. We discuss important concepts in my book, Mindful Money, and …
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