Mindful Money Blog

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.

Jonathan and his team discuss leading economic indicators, job numbers and unemployment, as well as the Bay Area real estate market and how the election will affect the markets.

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.

Let me begin our January 2020 letter by saying what an absolute personal and professional delight it is for us to be your financial advisors. I probably don’t say often enough how much I enjoy working with such a great team of people as we endeavor to help such a wonderful family of clients.