The life you want starts with a thoughtful financial plan. Tune out the market noise, focus on your goals, and mindfully follow the path you’ve set to financial success.
Jonathan K. DeYoe
In a white paper published on 10/18/17, the United States Government Accountability Office (U.S. GAO) calls for a comprehensive re-evaluation of our nation’s retirement system. Retirement security is something Americans are universally concerned about. Even my clients...read more
Online sales aren’t the only threat to traditional brick-and-mortar retailers. Direct-to-consumer (DTC – also abbreviated as D2C) companies have been implementing a brand new business model. They’re skipping retailers and selling direct to consumers. Early entries in...read more
My post last week about avoiding pessimism got me thinking. Why is it so hard for investors to hang-in there during normal market volatility? I think the answer is simple: we get distracted. The same precept holds true when I practice my mindfulness meditation every...read more
It appears investors – retail and institutional – have become rather like predators. They patiently stalk shares, waiting for a dip, and then they strike – buying stocks when prices fall. Consider last week. Barron’s described it like this: “The Dow traded down nearly...read more
A few months ago I read a superb piece by Morgan Housel entitled “The Seduction of Pessimism” that should be required reading for ANYONE who invests money today for their long-term future needs – like retirement. Lately I can’t help noticing the recent uptick in...read more
It’s that time of year when people search and search for just-the-right gifts at just-the-right-prices for friends and loved ones. The National Retail Federation expects holiday sales to rise by 3.6 percent to 4.0 percent this year and total about $680 billion. The...read more
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Jonathan K. DeYoe