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
There has been no shortage of drama since the new administration took office – legislative setbacks, controversial hiring and firing, and fiery tweets on various topics. Regardless, U.S. investors and markets remained stalwart until last week when the CBOE Volatility...read more
Once we set aside the illusion that we can get rich quick, how can we start to work mindfully right now toward achieving our financial goals over the long haul? Let’s revisit the “Itinerary” exercise from last month. Find the paper where you wrote down those three...read more
Since 1996, the value of companies listed on American stock exchanges has increased from 105 percent of gross domestic product (GDP) to 136 percent of GDP, according to The Economist. (GDP is the value of all goods and services produced in the United States.) During...read more
American stock markets have delivered some exceptional performance in recent years. Just look at the Standard & Poor’s 500 (S&P 500) Index. Barron’s reported the S&P 500, including reinvested dividends, has returned 215 percent since April 30, 2009. The...read more
This is a question about our government as a whole, rather than an evaluation of the management skills of a particular Chief Executive (POTUS) who considers himself the ultimate deal maker. The Economist reported Steve Ballmer, former head of a large tech company, has...read more
Exuberance? Uncertainty? Exhaustion? Insight? Intuition? Last week, all three major U.S. stock markets gained value and two reached new record highs. On the face of it, that’s great news for stock investors. However, if you look below the surface, the markets’ upward...read more
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Jonathan K. DeYoe