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Mindful Money Blog



Are We In a Bear Market? Thumbnail

Are We In a Bear Market?

A “Bear Market” is usually defined as the condition in which the price of a market falls – on a closing basis – 20% (or more) from recent highs amid widespread negative investor sentiment. Your answer to the question, “Are we in a Bear Market?” will depend on what “market” you are considering.

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The Three Percentages That Matter | #2: Equity Allocation Thumbnail

The Three Percentages That Matter | #2: Equity Allocation

From last week's Mindful Money Weekly, you remember that there are three measurable and controllable percentages that are absolutely critical to your long-term investment success. When you're looking at your personal finances, your equity allocation is the second of the dominant variables you need to get right.

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Is a Recession Imminent? What Do We Do If It Is? Thumbnail

Is a Recession Imminent? What Do We Do If It Is?

In the coming weeks, it is likely that "Recession" will take over the media conversation. Some combination of war, oil price spike, and inverted yield curve will come to be seen as natural predictors. Given current and potential headlines… what should we (goal-focused and planning-driven investors) be doing in our portfolios?

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Weekend Reading | Saturday, February 5, 2022 Thumbnail

Weekend Reading | Saturday, February 5, 2022

How the Great Zen Master and Peace Activist Thich Nhat Hanh Found Himself and Lost His Self in a Library Epiphany | The Case for Vanguard | Simple Heresy | I Am a Meme Now — And So Are You | Opinion: I Read a Week’s Worth of Newspapers from 1921. It Was Comforting How Wrong They Were About What Mattered. | Why More Americans Than Ever are Starting Their Own Businesses

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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.

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