Once you have a sound investment plan, one of the most dangerous questions you can ask yourself is, “Should I change my investing strategy, because _____?” It usually starts out like this… You’re investing exactly as your plan suggests you do. You’re appropriately allocating across asset classes. You’re diversifying within them. You’re saving at least

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Travis Chappell understands that it’s not what you know, it’s who you know that matters. Thank you Travis for a great conversation – and for the the brief tip down memory lane. It was a great reminder of all the people who have made a difference in my life. #thanks #thankyou #gratitude #thankyousgalore ABOUT THE

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Late into the day on December 21, Congress finally passed a much anticipated (and arguably long-overdue) second stimulus package. Signed by the President on December 27, the new stimulus package has already begun affecting Americans as we ring in the new year. I knew it happened when I received an email from a client on

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Rather than looking at where we are and seeing how many things are wrong (which, of course, is a totally reasonable choice – many things ARE wrong), let’s instead look at where we are and see how incredibly far we have come… if only for a moment. We have this choice every day. We can

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As humans, our instincts propel us to pile into things when they are going great and run from them when they are not. This is the exact opposite of what should be done when you are investing for retirement income. Yet, we see the same misguided behavior over and over again… A small piece of

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Team Mindful Money discusses the slowdown of market improvements, unemployment claims, current budget deficit, pending stimulus, possible double-dip recession and spike in new business starts — as well as the lessons learned by 2020 financial predictions. ► Bloomberg 2020 Predictions Article: https://www.bloomberg.com/graphics/2020-investment-outlooks/

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This year has forced many to think about retiring early. Perhaps the thought has crossed your mind? When it comes to retiring early, some of the benefits are obvious! You get to live your life without the constraints of work, and you are able to pursue your own interests. There are good reasons for retiring

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Jonathan DeYoe shares his message of gratitude on behalf of Team Mindful Money along with 3 simple gratitude practices we can apply to our daily lives. Yes, even in 2020 there is so very much we are grateful for. More than anything, we are grateful for you.

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Team Mindful Money discusses societal trends and high-frequency economic data in light of the 2020 election, vaccine availability, and Regional Comprehensive Economic Partnership (RCEP) trade deal, and the potential impacts on our economy and investments.

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