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Dearest Friends, The core communication program at Mindful Money revolves around our January client letter (this letter) and our Mid-Year reminder that arrives in your inbox in early July. If you go back over the last 15 years, you will find that the length and details of the message changes… but the spirit never does. …
How to See the Humanity in Anyone | All Behavior Makes Sense with Sufficient Information | How to Grow Deeply Happy | Jonny Thomson (Video) | The Ultimate Guide to Holding World Class Dinner Parties | You’re Invited to Wall Street’s Private Party. Say You’re Busy.
...Dearest Friends, As I sit down to write this year’s holiday letter, I can’t help but feel an overwhelming sense of gratitude. The past year has been a whirlwind – for the markets, for the world, and for our own community. We’ve watched the economy make a slow but steady shift from interest-rate hikes to …
What defines an excellent financial advisor? If you asked five different people, you’d likely get five different answers. However, when you ask thousands of people, clear trends emerge. Much like Dimensional Fund’s survey of 19,000 investors, these shared attributes give us a pretty clear idea of what separates a truly effective advisor from the rest. …
When we are little, all our worldly possessions fit inside a single box. As we grow up, we acquire more things… and need more boxes. As we complete our educations and launch into our careers, we begin a march towards ever-increasing financial complexity… And we continue to need more boxes. At some point, you may …
Inflation is a reality we can’t ignore, but we don’t have to let it derail our financial goals. If you’ve read these missives for a while, you know I always come back to the same principles: intentionality, awareness, and long-term thinking. While inflation makes things more expensive, it’s our plan and the implementation of that …
Here we are, again, in the midst of market turbulence… As a reminder, the average annual peak-to-trough decline in the S&P 500 is nearly 15%. This means that every year the market drops at some point (from a high point to a low point within the year) by an average of 15% – some years …
When I offered my first meditation class, I stated clearly that it was “free.” During my review after the fact, my mentor explained to me – in no uncertain terms – that I should not offer free meditation classes because: Going forward, my meditation classes (and possibly more of Mindful Money digital educational courses) will …
For the last decade (or so), I have written both an annual and a mid-year letter to our readers. In the beginning, it was intended for our clients, but today we have over 2500 readers (fewer than 10% of which are clients). I’m happy to share my goal-focused, planning-driven, long-term equity philosophy as broadly as …
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