Featured Articles: Good Writing From Around The Web Pain is Part of the Process   It has been too long since my friend Bob has written a piece… and he has returned with a doozie! History Is In the Making   The dates we celebrate and teach skew our sense of what is important. “Reality”

Read More

As I wrote this in the run-up to the holiday season, markets seemed to be on the mend from the bear that started January 3rd, the air was coming out of the inflation balloon, and talk of recession probabilities was the new crisis du jour (it ALWAYS has to be something). The biggest surprise to

Read More

Since my brother died, my meditation practice has been spotty because whenever I attempt to sit quietly I’m quickly overwhelmed by feelings of loss surrounding Dave’s death. From a meditation practice perspective, this is emotional overwhelm. When I brought this up with a teacher, I learned that the brain’s response to overwhelm is the same,

Read More

Thank you, Doc for an excellent conversation. ABOUT THE EPISODE Doc G of the Earn & Invest Podcasts talks with Jonathan DeYoe of Mindful Money about how to be thoughtful about what our financial framework is meant to support.  Jonathan takes us through his pillars of happiness and how to use them to create a

Read More

Featured Articles: Good Writing From Around The Web “Isn’t Personal Finance Pretty Simple?!”   Yes, personal finance is simple –but keeping it simple is hard. Men Are Struggling. A New Book Explores Why and What to Do About It   “Right now there are enough young men, and men generally, who feel that they’re being

Read More

To borrow from Churchill, “The balanced (stock/bond) portfolio is the worst form of investing known to man, except for all the other forms.” All forms of investment have some kind of risk associated with them. If they did not, they would not provide the necessary opportunity for return. Riskless is the same thing as returnless.

Read More

Featured Articles: Good Writing From Around The Web Expectations and Reality   Our expectations are the problem, not the outcomes. Life is Too Short? Bereaved Managers and Investment Decisions   I absolutely knew this intuitively – it was one among many reasons for our merger 1 year ago. Now there is data proving the intuition.

Read More

Thank you, Adam for a fantastic conversation. ABOUT THE EPISODE Jonathan shares a lot of timeless advice with the audience about being mindful with your money. He explains the difference between currency and money, he discusses the two most important things in life, how to quiet your mind and stop reacting to external stimulus, and

Read More

When I worked in SF, I was on the 35th floor of a downtown building. On the way to work every day, I looked up at the building and I thought – “Wow, it really is a very nice building.” And I would go in through a sparkling clean lobby to a wood and mirror-paneled

Read More