CATEGORY
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 …
Now that the market has recovered all of its Pandemic induced losses and we are standing on the precipice of what everyone is saying is the most important election in our lifetimes, I am beginning to hear questions about whether or not we should “seek more safety” or “get out of the market.” My response …
Thank you so much Ty! I enjoyed speaking with you about the path towards accomplishing the ever-allusive goal of true financial freedom. During this show we discuss: ● 4 Ps of finance and how to use them to accomplish your financial goals ● How to set financial goals and accomplish them ● How to develop …
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.
...Thank you George for a fantastic interview! Description: On this show, we talked about the value of impartial financial literacy and where to find it as well as what to avoid, the value of community as well as simplicity with Jonathan DeYoe, CPWA, AIF, author, speaker and Founder of Mindful Money. Listen to learn why …
Thank you Bert for a great conversation, and for featuring me in your Profiles of Success! We reflected on our love/hate relationship with money, and how, while having more money certainly does not equal happiness, why having both money AND happiness should always be the goal. We also took a deep dive into what I …
Thank you Deb Krier for a lovely interview! We talked a lot about deferred gratification and how mindfulness holds the key to avoiding impulse spending and sticking to our financial plan. We talked about the quiet benefits of giving, and how important it is to leave a legacy behind no matter our financial situation. We also …
In his TEDx talk for Bellevue High School, Jonathan DeYoe discusses the very basics of financial literacy that as a parent he would want his own high schooler to know. TEDx Bellevue High School’s mission is to spark nuanced discussions in the world via inspirational and educational presentations. At TEDx events, passionate speakers and interested audiences collaborate …
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.
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