CATEGORY
I’m regularly called upon to talk about personal finance and wealth management, but I rarely have the opportunity to discuss “angel” investing. I have done it, primarily investing in people I know, but I wouldn’t say I’m an expert. I enjoyed talking with Hall about seed deals and the challenges involved. We also discussed my …
One week before the end of the first quarter, March 23rd, marked the 1-year anniversary of the pandemic’s bear market low. The low closing price of the iShares MSCI All-Country World Index (ACWI) ETF was 54.33 at that time. On March 31st, 2021 it stood at 95.15 – a gain of over 75% (not including …
Thanks AJ. I love how you pull on different threads and how we don’t have to agree on everything to have a great conversation. BTW – I had no idea that we talked for an hour. My highlight, “You have a choice: you can protect your currency or you can protect your money.” At some …
My son, Eli, gave his mom a meme subscription for her B-day. His promise was simple; he would scour the Internet and send her a meme each day for the entire year. I think it lasted 3 weeks before he missed the first day and then it slowly crumbled from there. Eli quickly discovered that …
Great questions Taylor. It’s a nice illusion that we have about ourselves – that we gather all the relevant data and weigh and measure before we make rational decisions. In truth, our cognitive and emotional biases make most of the decisions for us. “Mindfulness” can give us a path around the biases. Mindfulness can be …
Money can be a touchy topic for many people and can even induce anxiety and fears. Many people avoid planning their finances because they believe it will be too difficult. Today in our Mindful Money talk, we interviewed David Glotzer who provided some helpful advice about financial planning and overcoming fear. Continue reading to learn …
For context: We’ve been here before. This article is itself a refresh from an article I wrote on this topic in 2014 – many percentage points below where we sit today. You may have heard that the stock market is at “all-time highs.” This trend portends either unparalleled disaster or boundless opportunity for investors – …
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 …
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.
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