The financial industry is dominated by a “beat-the-market” attitude that infects everyone, but is ineffective. Being mindful will lead to far better investment experiences and outcomes and less financial anxiety. Education Over Headlines 2020 brought the advent of the worst global public health crisis in a century. In response, the world locked down, putting its

Read More

During his run for President, Joe Biden released a 110-page document to shed more light on his economic plan.  I wanted to explore what the implications might be on your retirement. I’m not making any assumptions, but given that Trump’s re-election would yield more of the same chaos, I wanted to imagine what the next

Read More

In this Special Edition: Election Q&A, Team Mindful Money discusses the upcoming election and the potential impact either result may have on our economy and investments.

...
Read More

You’ve probably heard it in the news. Social Security is doomed. The chickens are coming home to roost and the politicians are asleep at the wheel. The financial blogs say so, the financial media pundits say so, and the speakers at those dinner seminars have been sounding the warnings for decades. Everyone is scared the

Read More

The coronavirus is still very much with us, as is much of the economic dislocation occasioned by the virus and accompanying lockdowns. We are closing in rapidly on a number of vaccines. But it may be quite some time before most of us will have access to them, and there will inevitably be frustration in

Read More

There are lots of reasons that we shouldn’t mix up our portfolio over politics or let our politics overrule our investment disciplines. As an intro to our October 19th client event – here are 3 of them: 1. There is no evidence that markets prefer one party over another. History is filled with examples of

Read More

Team Mindful Money discusses leading economic indicators, job numbers and unemployment, as well as the Bay Area real estate market and how the election will affect the markets.

...
Read More

Team Mindful Money discusses market and economic trends that signal where we are within current market volatility. Topics include leading indicators such as the travel industry, unemployment, and the real estate market.

...
Read More

In his 2020 Half-Time Report Event, Jonathan K. DeYoe discusses the global markets and economies in light of COVID-19. He discusses the unprecedented events that have brought us to where we are today, and where we might be headed.  One thing is for sure: 2020 will be an unforgettable year. 2020 Half Time Report –

Read More