Mindful Money Blog

The boring approach to investing means more peace of mind and less stress. Isn’t this what you wanted to begin with?

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.

In this interview we talked about why Mindful Money focuses on goal-focused and planning-driven decisions, why you can’t add more happiness with more money, and how mindfulness helps us to accept without judgment and keep us on track with our financial goals.

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.

The next open enrollment period will run from October 15 to December 7. In less than two weeks, you will have an opportunity to review and change your plan and prescription drug coverage to better meet your needs.

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.

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.

At some point, you may wonder whether it may be time to hire a financial advisor. Then, in the very next moment, you may wonder if it’s worth the cost. If this is a question you have found yourself asking, then keep reading while we do our best to answer it.

Mindful Money remains committed to our community and supporting causes closest to our hearts. We are always looking for ways to do more.

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.

In a world that is market-focused and performance-driven, Mindful Money is goal-focused and planning-driven. In this video, Jonathan DeYoe provides a historical explanation for the "how" and "why" of the Mindful Money investment style.