CATEGORY
When we are little, all of our worldly possessions fit inside a single box. As we grow up, we acquire more things… and need more boxes. As we complete our educations and launch into our careers, we begin a march towards ever-increasing financial complexity… and we continue to need more boxes. At some point, you …
Mindful Money remains committed to our community and supporting causes closest to our hearts. We are always looking for ways to do more. In light of recent events, we hope you will join us in supporting — by way of your donations and patronage — the organizations and businesses of your choosing at the following …
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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