Mindful Money Blog

This is the working title of my 2nd book. It is based on my 40 years investing in stocks, 25 years in options, 20 years in real estate, and 15 years in private markets. If there is a tool that could be invested in, I have invested in it. At the end, I choose to invest 90% of my own and my family's investable assets in the simplest way possible.

In Search of Troy | Tim Urban on Pluralistic Ignorance | Berkshire’s Performance vs. the S&P 500 | Should Investors Fear Rising Public Debt? | Change in Common Household Types in the U.S.

Wealth Coach Rocky Lalvani of the Richer Soul: Living a Life on Purpose Podcast interviews Jonathan DeYoe of Mindful Money

There are two ideas constantly competing for dominance in the world of investing advice – Active vs. Passive. Your outcomes, in terms of investment returns, will probably differ very little based on which side you choose to believe. Your outcomes, in terms of the time spent and anxiety provoked, will differ a great deal.

With so many people predicting, some of them will always get it right. The surprise is that when we look at active management, there are fewer who get it right than there should be based on the number of predictions and pure, random chance. The odds are stacked against the prediction of future relative performance.

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.

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.

Where the employment recovery from the Great Recession was long and slow, the recovery from the Pandemic looks to be surprisingly fast.

Meet David Glotzer, a Mindful Money financial advisor. In this interview, David talks about financial planning and his experience at Mindful Money.

What do you think of when you hear the words financial advice? Many people imagine a salesperson who pushes products and only cares about padding his or her own pocket. But this is a major misunderstanding.

Kurt, thanks for a fun conversation. Always a pleasure to talk with a like-minded soul about all the incredible potential good our industry is capable of... if we could just stop focusing on the product and start focusing on the people!

In his 2020 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. One thing is for sure: 2020 will be an unforgettable year.

Listen to Jonathan DeYoe’s thoughts on COVID-19 and how it’s affecting our community and the markets, as well as his thoughts on what our next steps might be.

In his 2020 Forecasts Event (held January, 2020), Jonathan K. DeYoe discussed the global markets and economies and offers an explanation of where we have been.

In a world that is market-focused and performance-driven, Mindful Money is goal-focused and planning-driven. In this video, Jonathan DeYoe provides a historical explanation for the "how" and "why" of the Mindful Money investment style.