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Mindful Money Blog



Podcast: Earn & Invest | Acting vs Reacting - Are You Mindful About Money? with Jonathan DeYoe Thumbnail

Podcast: Earn & Invest | Acting vs Reacting - Are You Mindful About Money? with Jonathan DeYoe

Doc G of the Earn & Invest Podcasts talks with Jonathan DeYoe of Mindful Money about how to be thoughtful about what our financial framework is meant to support. Jonathan takes us through his pillars of happiness and how to use them to create a financial plan that serves our unique goals in life.

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60/40 Portfolio Demise Talk Is Premature Thumbnail

60/40 Portfolio Demise Talk Is Premature

To borrow from Churchill, “The balanced (stock/bond) portfolio is the worst form of investing known to man, except for all the other forms.” Those people who are suggesting – based on its immediate past 1-year performance – that the 60/40 portfolio is dead are probably trying to sell something that isn’t a balanced stock/bond portfolio.

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Weekend Reading | Saturday, November 19, 2022 Thumbnail

Weekend Reading | Saturday, November 19, 2022

Expectations and Reality | Life is Too Short? Bereaved Managers and Investment Decisions | Daily Meditation May Work As Well As a Popular Drug to Calm Anxiety, Study Finds | Rupert Murdoch Knees Trump in The Balls While He’s Doubled Over Coughing Up Blood | Ballerina Music Box

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Want To Increase Your Investing Confidence? Know What You Own Thumbnail

Want To Increase Your Investing Confidence? Know What You Own

For me, worrying isn’t just a sense of anxiety. It is a push to learn more. After I did some research and learned a little bit about how earthquakes work, I wasn’t worried about them anymore (or, at least, I worried less). Earthquakes and the fear of earthquakes are a pretty good stand-in for “market volatility.”

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Visual Capitalist Animation: The Largest Public Companies by Market Cap (2000–2022) Thumbnail

Visual Capitalist Animation: The Largest Public Companies by Market Cap (2000–2022)

Stock selection is hard because leaders change hands. 25 years ago Apple was nearly bankrupt – and if it wasn’t for Microsoft’s last-minute investment, it would have gone under. Now it is the largest company in the world (by market cap). This is one reason that academics (and evidence-focused advisors like me) suggest that owning a broadly-diversified index of stocks in a low-cost vehicle like at ETF makes an enormous amount of sense.

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Reading List Thumbnail

Reading List

Mindful Money - broadly sharing basic financial education and presenting the simple actions that enable and inspire wealth-building - is my "Second Mountain." This is the purpose of this reading list. These are the core books that have helped me establish my own set of financial beliefs and behaviors that can work for anyone who is climbing their own mountains.

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Weekend Reading | Saturday, October 1, 2022 Thumbnail

Weekend Reading | Saturday, October 1, 2022

The World Really Is Getting Better | Does Mindfulness Get in the of Making Amends? | 11 Ways to Encourage Mindfulness for Kids | Passive vs. Active Investing: Why Passive Wins | New Study Shows 20 Years of Failure for Active Managers | Mindful Investing: Better Investing Outcomes; Less Suffering

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This Is What It Feels Like To Buy Low Thumbnail

This Is What It Feels Like To Buy Low

The great companies of the US and the World are on sale. That sale may (or may not) get better. If it does get better, it won’t get that much better. There will be some point in the not-too-distant future where we look back at today – the September retest of the June low – and say, “I wish I would have invested then.”

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Weekend Reading | Saturday, August 6, 2022 Thumbnail

Weekend Reading | Saturday, August 6, 2022

On Sarcasm | Misinformation Is Here To Stay (And That’s OK) | A Flaw in Human Judgment: How Making Decisions Isn’t As Objective As You Think | The Disastrous Record of Celebrity Crypto Endorsements | What Do You Spend Money On? Lessons From Our Clients About Spending that Brings True Joy

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3 Melt-Up Triggers & 2 Bear Market Positives Thumbnail

3 Melt-Up Triggers & 2 Bear Market Positives

There is a lot of negative news out there right now. Inflation is the worst it has been in 4 decades, there may be a recession around the corner, supply chains are still problematic. When will it end? I don’t know, but I’d be careful about getting overly swept up in it.

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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.

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The Market and Economy in Q2 2022: Perspectives and Principles Thumbnail

The Market and Economy in Q2 2022: Perspectives and Principles

The best way to completely destroy any chance for lifetime investment success has historically been to sell one’s quality equity portfolios in a bear market. In Warren Buffet’s words, it is wise for investors to be “fearful when others are greedy, and greedy when others are fearful.”

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It’s Officially a Bear Market Thumbnail

It’s Officially a Bear Market

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.

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