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Mindful Money Blog



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.

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CA Proposition 19: Changes and Trade-Offs Thumbnail

CA Proposition 19: Changes and Trade-Offs

This is a detailed issue that pushes you in one direction while pulling in another at the same time. Depending what you choose, you may maintain low property taxes, but sacrifice stepped-up basis. Or, you may keep your stepped-up basis, but your family would lose the low-assessed value for property tax purposes.

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3rd Quarter 2020 Commentary Thumbnail

3rd Quarter 2020 Commentary

The coronavirus is still very much with us, as is much of the economic dislocation occasioned by the virus and accompanying lockdowns. We are closing in rapidly on a number of vaccines. But it may be quite some time before most of us will have access to them, and there will inevitably be frustration in the process.

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