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When Dave died, one of the most beautiful parts of my life and a huge part of my future died with him. We had plans that we will never be able to fulfill and this changed my life forever. I will be talking about some of our plans on the Mindful Money Podcast in the …
Today marks the first anniversary of my brother’s death. Dave died on June 17th, 2021 – the day before his 46th birthday. He lived with his family in San Ramon and in the 5 years before his death culminating with the pandemic lock-downs, my “inner circle” had largely collapsed to him and one other guy. …
These are fundamentals of investing. Successful lifetime investors remain aware of these two realities at all times. When most people hear them in a calm setting within the context of long-term planning, they agree. They don’t push back at all. It just makes sense. It is a fact that doesn’t need proof. It is the …
Thanks Paul and Paul for a great conversation. I wish we could have kept recording because it was the conversation AFTER the interview where we got into the human happiness dip that occurs in the late 40s and early 50s (where all three of us are sitting). ABOUT FINANCIAL DADS Hosted by Paul Fagan and …
“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 …
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 …
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 …
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.
...COVID-19 has changed the way in which we invest, spend and how we prioritize what we have, and what we need to live our best lives. Predicting how the stock market or any other investment is going to do is not a sure thing. Reflecting on where we’ve been, and where we are, can help …
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