Historically, it seems the primary function of financial journalism (perhaps all journalism) is to scare us out of our wits. We have been reminded of this almost hourly since the S&P 500 entered official “bear market territory” on Monday, June 13th by closing 20% below its previous all-time high set in January of 2022. Bear

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Today marks the first anniversary of my brother’s death. Dave died on June 17th, 2021 – the day before his 46th birthday. He lived with his family in San Ramon and in the 5 years before his death culminating with the pandemic lock-downs, my “inner circle” had largely collapsed to him and one other guy.

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Featured Articles: Good Writing From Around The Web Generating Alpha Sows the Seeds of Its Own Destruction It’s a cautionary tale. Attempting outperformance leads to underperformance. Going to the Gym in the Dark This is an excellent way to build your “overcoming adversity” muscles. How to Be Healthy in a Dopamine-Seeking Culture And this: The

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These are fundamentals of investing. Successful lifetime investors remain aware of these two realities at all times. When most people hear them in a calm setting within the context of long-term planning, they agree. They don’t push back at all. It just makes sense. It is a fact that doesn’t need proof. It is the

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Thanks Michael for the conversation. I appreciate the opportunity to talk about the vision my brother and I had so long ago. ABOUT THE EPISODE “When you think about your finances, stop predicting, start planning and stay mindful.” Jonathan DeYoe Most people have free-floating anxiety about anything to do with money. However, embracing mindfulness in

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This is a really important distinction to know about. Whether you notice the storytelling or not… it is happening all the time. The more you notice it, the less you suffer. An Acute Personal Example For those of you who are relatively new to this blog or newsletter, my brother died last year – the

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With markets down into almost-bear-market-territory, nerves are fraying and questions are being asked. It is perhaps time for another reminder that, “This too shall pass.” The following is the market data surrounding all the bear markets (or near bear markets) in the S&P 500 since its inception on March 4th, 1957. In the 26 years

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Mindful Investing: Better Investing Outcomes; Less Suffering This is the working title of my 2nd book. The idea is a simple one. There are lots of people who promise better investment outcomes. If you have paid attention for the last 3 months on this blog, you know what I think of those promises. I wanted

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The standard – Oxford English Dictionary – definition of risk is: Noun: A situation involving exposure to danger.       Verb: To expose (someone or something valued) to danger, harm, or loss. It is easy to see how both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) transferred this

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