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Mindful Money Blog



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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Is a Recession Imminent? What Do We Do If It Is? Thumbnail

Is a Recession Imminent? What Do We Do If It Is?

In the coming weeks, it is likely that "Recession" will take over the media conversation. Some combination of war, oil price spike, and inverted yield curve will come to be seen as natural predictors. Given current and potential headlines… what should we (goal-focused and planning-driven investors) be doing in our portfolios?

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2021 Half-Time Report: Financial Reporting and Global Capital Markets With the Mindful Money Team [VIDEO]  Thumbnail

2021 Half-Time Report: Financial Reporting and Global Capital Markets With the Mindful Money Team [VIDEO]

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.

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2nd Quarter 2021 Market Commentary Thumbnail

2nd Quarter 2021 Market Commentary

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.

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What IS a SPAC? What’s an NFT? Do I Want One in My Portfolio? Thumbnail

What IS a SPAC? What’s an NFT? Do I Want One in My Portfolio?

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.

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