Mindful Money Blog

Patrick Francey of the Everyday Millionaire Podcast interviews Jonathan DeYoe of Mindful Money.

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.

At the completion of the first ½ of 2021, the global economy and their associated equity markets have made significant progress towards “recovery.” As always, we divide our mid-year report into two parts. First, we recap our shared investment philosophy; second, I share our perspective on the current situation.

Jonathan DeYoe and Scott Jacobs on Investment Risk

The financial press has generated much excitement over the sudden increase in SPACs (Special Purpose Acquisition Companies) and the advent of NFTs (non-fungible tokens). Due to the large sums of money being showered on both, the parody skits on Saturday Night Live, and the involvement of “influencer financiers,” there is a lot of buzz.

Terri Levine of Heartrepreneur Radio interviews Jonathan DeYoe, bestselling author of Mindful Money.

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

Meme stocks, by definition, are NOT investments - they are speculations. One will either double (or more) one’s money - if you get out in time and don’t succumb to your own greed - or lose it all (or more) in too short a period of time to qualify as an “investing” time-horizon.

For context – We’ve been here before. This article is itself a refresh from an article I wrote on this topic in 2014 – many percentage points below where we sit today.

Phoenix Normand of the trīb. podcast interviews Scott Jacobs of Mindful Money about GameStop, Bitcoin, and dispelling many of the myths surrounding market predictions and "quick hit" investing.

In his 2021 Forecasts Event (held January 25, 2021), Jonathan K. DeYoe discusses the global markets and economies in light of Covid-19 other current events and offers an explanation of where we might be going.

The narratives and moralizing about GameStop (on both sides) belies a serious lack of knowledge about how markets work, and ignores a whole swath of people who will be hurt by this.

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.