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Mindful Money Blog



Are We In a Bear Market? Thumbnail

Are We In a Bear Market?

A “Bear Market” is usually defined as the condition in which the price of a market falls – on a closing basis – 20% (or more) from recent highs amid widespread negative investor sentiment. Your answer to the question, “Are we in a Bear Market?” will depend on what “market” you are considering.

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Mindful Investing: Better Investing Outcomes; Less Suffering  Thumbnail

Mindful Investing: Better Investing Outcomes; Less Suffering

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.

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What is Risk? Thumbnail

What is Risk?

The problem with accepting the standard definition of “Risk” is that it is literally devoid of a critical aspect of personal finance – TIME! When we add time to the analysis of risk, a different risk definition is born. Think of the next 30 years of your own life. What do you want your money to be able to do?

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The Three Percentages That Matter | #2: Equity Allocation Thumbnail

The Three Percentages That Matter | #2: Equity Allocation

From last week's Mindful Money Weekly, you remember that there are three measurable and controllable percentages that are absolutely critical to your long-term investment success. When you're looking at your personal finances, your equity allocation is the second of the dominant variables you need to get right.

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Our Guiding Principles: A January Reminder Thumbnail

Our Guiding Principles: A January Reminder

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.

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