This blog is the ninth of a 10-part series which covers everything you need to know to get started on your path to financial freedom: 1. The First Step in Any Financial Plan is NOT What ... read more
You're Ready to Optimize Your Portfolio!
You are already ahead of the game and likely well on your way to personal financial independence.
Each of our five portfolio optimizers require a little extra work and research... and each provides an additional opportunity to earn an incrementally higher net-total return.
Free Resources to Guide Your Journey
Rather listen? Check out our podcast!
In episode 132 of the Mindful Money podcast, we explore “portfolio optimizers”—strategies that add a bit of extra return potential to a well-diversified portfolio. These steps can enhance outcomes for those seeking a little boost.
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Financial Education Courses for You
Fine-tune your life vision
A clear and intentional vision of your ideal life is the guiding force behind your financial plan. Your vision is dynamic, just like life. It's never a bad idea to set some time aside to check in with yourself and refine the values that will direct your journey.
For Those Unpredictable Times
This lesson will provide everything you need to know to survive and thrive in a bear market... the most important time to stay grounded in mindfulness and strategy. From the shocking headlines to the bumpy recovery, you'll be equipped to come out on top.
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Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced and all accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. Personal Financial Planning and Investment Advice are offered only to clients who have signed an advisory agreement with EP Wealth, a registered investment advisor. If you have the minimum investment of $500,000 and are seeking individual advice - please contact Jonathan at EP Wealth and he will connect you with a qualified advisor.