facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Mindful Money Blog



The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking (15-20 minute read) Thumbnail

The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking (15-20 minute read)

If you look hard enough, you can find stories that tell a contrasting and enduring narrative for what we truly need for a successful and meaningful life. Your story can do the same - but first, you have to know your heart. You must define what is worth seeking for you.

Read More
Holiday Letter 2022 Thumbnail

Holiday Letter 2022

As I wrote this in the run-up to the holiday season, markets seemed to be on the mend from the bear that started January 3rd, the air was coming out of the inflation balloon, and talk of recession probabilities was the new crisis du jour (it ALWAYS has to be something). The biggest surprise to me is always that anyone is surprised by these things...

Read More
Personal Finance Is Too Big; Where Do I Start? Thumbnail

Personal Finance Is Too Big; Where Do I Start?

Because our educational system teaches next to nothing practical about personal finance, there are usually two ways people come to the idea of personal financial education. Either they are in a crisis of a particular kind, or they are finally realizing that some general financial education would be helpful as they go about their regular lives.

Read More
The Open Heart Sees Beauty Where the Closed Heart Cannot Thumbnail

The Open Heart Sees Beauty Where the Closed Heart Cannot

Beauty is around us all the time. Sometimes we can’t see it. Sometimes we won’t let ourselves see it. Beauty, like everything else, is impermanent. It arises, it abides awhile, and it goes. When it goes, it is replaced by a new experience – some will be painful, some will be wonderful. Reality is a river of these experiences, one after another.

Read More
Our Guiding Principles: A January Reminder Thumbnail

Our Guiding Principles: A January Reminder

To my fellow Berkeleyans and other Bay Area residents, the headlines about the decline of American democracy are getting downright scary. I have begun to hear questions about how this might affect the economy and markets. It’s probably a good time to return to our Guiding Principles – something we do every January anyway.

Read More
2021 Half-Time Report: Financial Reporting and Global Capital Markets With the Mindful Money Team [VIDEO]  Thumbnail

2021 Half-Time Report: Financial Reporting and Global Capital Markets With the Mindful Money Team [VIDEO]

In his 2021 Half-Time Report Event, Jonathan K. DeYoe discusses the global markets and economies in light of COVID-19. He discusses the unprecedented events that have brought us to where we are today, and where we might be headed.

Read More
2nd Quarter 2021 Market Commentary Thumbnail

2nd Quarter 2021 Market Commentary

At the completion of the first ½ of 2021, the global economy and their associated equity markets have made significant progress towards “recovery.” As always, we divide our mid-year report into two parts. First, we recap our shared investment philosophy; second, I share our perspective on the current situation.

Read More