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Mindful Money Blog



Weekend Reading | Saturday, January 7, 2023 Thumbnail

Weekend Reading | Saturday, January 7, 2023

What Makes Life Meaningful? | Sunday Firesides: Everyone’s Just Trying to Make It in the World | How Emotionally Intelligent People Turn Frustration and Stress Into Fulfillment and Achievement | The Best Way to Deal with Dissatisfaction (It’s Not What You Think) | How To Want Less

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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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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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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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Financial Success Requires Business Ownership - Your Own or Shares In The Great Businesses of The US and The World Thumbnail

Financial Success Requires Business Ownership - Your Own or Shares In The Great Businesses of The US and The World

You’ve heard me say it over and over… and over and over… and over and over again. Creating a retirement income that rises to match your rising cost of living and lasts the rest of your life, while at the same time creating a legacy that potentially lasts across generations, is possible – even for those who begin with very modest incomes. It requires three things: savings, equity ownership, and time.

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Weekend Reading | Saturday, September 10, 2022 Thumbnail

Weekend Reading | Saturday, September 10, 2022

Five Lessons from History | How to Avoid the Envy Trap | Counting Another Person’s Money | The Effect of College and University Endowments on Financial Aid, Admissions, and Student Composition | We Don’t Have a Hundred Biases, We Have the Wrong Model | Key US Growth Measures Diverge, Complicating Recession Debate

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Weekend Reading | Saturday, August 27, 2022 Thumbnail

Weekend Reading | Saturday, August 27, 2022

Neuroscientist: How Caffeine Works and What It Does to Your Body (Video) | Closing Down the Billionaire Factory | Newfound Brain Switch Labels Experiences as Good or Bad | The Uphill Battle Women Still Face in High Finance | Three Things That Stop Us Talking About Money Worries

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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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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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