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

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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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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

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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

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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

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Late into the day on December 21, Congress finally passed a much anticipated (and arguably long-overdue) second stimulus package. Signed by the President on December 27, the new stimulus package has already begun affecting Americans as we ring in the new year. I knew it happened when I received an email from a client on

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Team Mindful Money discusses the slowdown of market improvements, unemployment claims, current budget deficit, pending stimulus, possible double-dip recession and spike in new business starts — as well as the lessons learned by 2020 financial predictions. ► Bloomberg 2020 Predictions Article: https://www.bloomberg.com/graphics/2020-investment-outlooks/

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Inflation is a reality in all economies, and it generally occurs for one of two reasons. These are known as “cost-push,” or “demand-pull.” Good businesses and companies that want to retain their employees have to insulate them, to some degree, against the falling value of a dollar. This is often referred to as a cost-of-living-adjustment

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Team Mindful Money discusses societal trends and high-frequency economic data in light of the 2020 election, vaccine availability, and Regional Comprehensive Economic Partnership (RCEP) trade deal, and the potential impacts on our economy and investments.

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