CATEGORY
Congress passed the CARES Act and it was signed into law on Friday March 27th. The Act has become known as Phase 3 of efforts in the US to minimize the depth and duration of the recession. This phase does a very good job of supporting the new unemployed and big business, but it may be …
2020 Forecast Part 1 – Where We’ve Been In his 2020 Forecasts Event (held January, 2020), Jonathan K. DeYoe discussed the global markets and economies and offers an explanation of where we have been. He discusses the important things that have happened to bring us to where we are now… and some things that can …
Let me begin our January 2020 letter by saying what an absolute personal and professional delight it is for us to be your financial advisors. I probably don’t say often enough how much I enjoy working with such a great team of people as we endeavor to help such a wonderful family of clients. Before …
What defines a “good” financial advisor? If you asked five different people, you’d get five different answers. But when you ask 19,000 people, some common trends start to appear. According to this survey by Dimensional Funds, a good advisor is one who: Gives you a sense of security and peace of mind, Is knowledgeable of your personal …
In a world that is market-focused and performance-driven, Mindful Money is goal-focused and planning-driven. Mindfulness, the non-judgmental awareness of the present moment, allows us to ignore the media driven emphasis on “beating the market” – something that is never predictable or controllable – and focus on simple, disciplined behaviors that have long-term impacts on our …
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