Mindful Money Blog

Late into the day on December 21, Congress finally passed a much anticipated (and arguably long-overdue) second stimulus package. Signed by the President on December 27, the new stimulus package has already begun affecting Americans as we ring in the new year.

This is a detailed issue that pushes you in one direction while pulling in another at the same time. Depending what you choose, you may maintain low property taxes, but sacrifice stepped-up basis. Or, you may keep your stepped-up basis, but your family would lose the low-assessed value for property tax purposes.

Team Mindful Money discusses the slowdown of market improvements, unemployment claims, current budget deficit, pending stimulus, possible double-dip recession and spike in new business starts — as well as the lessons learned by 2020 financial predictions.

Team Mindful Money discusses societal trends and high-frequency economic data in light of the 2020 election, vaccine availability, and Regional Comprehensive Economic Partnership (RCEP) trade deal, and the potential impacts our economy and investments.

I’m not making any assumptions, but given that Trump’s re-election would yield more of the same chaos, I wanted to imagine what the next 4 years might look like under a Biden presidency and his plan. What would the impact be on several factors such as the tax code, Social Security, and savings for retirement?

Jonathan DeYoe has been a financial advisor in the SF Bay Area for over 20 years. He’s had a front-row seat to an unprecedented explosion of wealth. Here are his 10 best pieces of money advice.

In this Special Edition: Election Q&A, Team Mindful Money discusses the upcoming election and the potential impact either result may have on our economy and investments.

The coronavirus is still very much with us, as is much of the economic dislocation occasioned by the virus and accompanying lockdowns. We are closing in rapidly on a number of vaccines. But it may be quite some time before most of us will have access to them, and there will inevitably be frustration in the process.

There are lots of reasons that we shouldn't mix up our portfolio over politics or let our politics overrule our investment disciplines. As an intro to our October 19th client event - here are 3 of them.

Team Mindful Money discusses leading economic indicators, job numbers and unemployment, as well as the Bay Area real estate market and how the election will affect the markets.

In his TEDx talk for Bellevue High School, Jonathan DeYoe discusses the very basics of financial literacy that as a parent he would want his own high schooler to know.

In this interview we dive into the concept of how mindfulness can help us become better investors. We also discuss some wall street myths, meditation, and why simplicity in financial planning is always better than complexity.

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.

The first six months of 2020 saw the advent of the worst global public health crisis in a century. In response, the world locked down, putting its economy into a kind of medically-induced coma.

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.

This is not a market forecast. We are planners, not prognosticators. It is simply an invitation, as we look forward to 2020, to see the cloud over the market… but to also its silver lining.

What defines a “good” financial advisor? If you asked five different people, you’d get five different answers. But when you ask 19,000 people, some common trends start to appear.