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Mindful Money Blog


For Recent College Graduates: How-To Stack the Odds In Your Favor Thumbnail

For Recent College Graduates: How-To Stack the Odds In Your Favor

Looking back on my own life, and the decades of research and professional experiences I've had, I have distilled a few very simple things that can stack the odds in your favor. (If you know someone who has recently graduated from college, I hope you will share this with them.)

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5 Ways Investing Can Help You – Above and Beyond Realizing Your Goals Thumbnail

5 Ways Investing Can Help You – Above and Beyond Realizing Your Goals

If Abraham Maslow taught a class in personal finance, he would have described earning and saving as the foundation of any personal financial success program. Earning allows us our physiological needs – food, shelter, clothing – and saving is the bedrock of security. Earning and saving would be the bottom two levels of his famous pyramid.

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Weekend Reading | Saturday, April 1, 2023 Thumbnail

Weekend Reading | Saturday, April 1, 2023

What to Read and Watch When You're Sad and Just Want to Wallow a Little Bit | ‘Is This It?’ When Success Isn’t Satisfying | Why Everyone Feels Like They’re Faking It | How To Log Off | Charley Ellis: Six Nuggets of Investment Wisdom

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Weekend Reading | Saturday, March 11, 2023 Thumbnail

Weekend Reading | Saturday, March 11, 2023

Examining the History of the U.S. Racial Wealth Divide Shows Stagnating Progress on Closing These Disparities | In Defense of the Unoptimized Life | Americans Largely Satisfied With Their Personal Life | How Sensitive People Can Stop Taking Things So Personally in Their Relationships | The Long Term Investor: How to Measure the Success of Your Portfolio (Podcast)

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Simple, Basic, Mindful Investing Thumbnail

Simple, Basic, Mindful Investing

All successful long-term investors are continuously acting on a plan that is founded on their deeply personal values and goals. They are appropriately allocated, they are broadly diversified, and they rebalance regularly. They are patient and remain mindful of their limitations. No one knows what is coming next.

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If You Want A Retirement Income You Can’t Outlive, Choose Recession Over Inflation Every Time Thumbnail

If You Want A Retirement Income You Can’t Outlive, Choose Recession Over Inflation Every Time

Most investors get this wrong - they mistakenly believe that market risk is the issue they have to overcome. And, in the attempt to manage for market risk, they worry about the wrong things. Recession is one of those things that, while potentially painful in the short run, resolves itself to become a minor issue in the long run.

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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.

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