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Points of View

The Day of You're Dead Thumbnail

The Day of You're Dead

Lots of folks around me have been dying lately. Unfortunately, a few of those folks didn’t plan for the day of their inevitable demise. They didn’t have an estate plan, which is creating untold hardship for the people they left behind. You, me and everyone we know are going to die. And if you don’t get your house in order ahead of time, you’ll create needless suffering for the people you love.

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Doug Lynam Commencement Speech, Santa Fe Waldorf School Thumbnail

Doug Lynam Commencement Speech, Santa Fe Waldorf School

Doug Lynam delivers a powerful graduation speech for the Santa Fe Waldorf School class of 2021. It summarizes some of the key lessons he learned in his journey from Marine, to monk, to money manager on how to bring more truth, love, and goodness into the world. We're biased, but we think it's pretty darn good. Please check it out and pass it along if you agree.

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Build A Financial LOVE Life Thumbnail

Build A Financial LOVE Life

A life where your most profound spiritual values shape each day is what I call a LOVE life — Live Only Value-based Experiences. Buying stuff will not make you happy. However, meaningful, value-based experiences do make us happy. They also make the world a better place, and the more wealth you have, the more valuable experiences you can pack into your life. Wealth can help make life LOVE-ly.

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To heal your money trauma, try giving your money a pet name Thumbnail

To heal your money trauma, try giving your money a pet name

Few of us get through life without some financial trauma, and for many, our money wounds are severe enough to become debilitating. In 2017, a study reported in Forbes magazine found 1 in 4 Americans have post-traumatic stress symptoms from financial stress. This number inevitably worsened during the pandemic, although the data is not in yet.

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Overcoming financial PTSD: payment traumatic stress disorder Thumbnail

Overcoming financial PTSD: payment traumatic stress disorder

If you were in therapy with your money, what would your money say to you and what would you say to your money? If my money could talk, it would have a long list of complaints. It would say, “Doug, I often feel neglected. You are sometimes distant, avoidant and only give me your full attention when there is a major problem, or you want something from me.”

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It's Different for Women: Part 2 Thumbnail

It's Different for Women: Part 2

In the first part of this article, we discussed how women have challenges that are different from men when it comes to building wealth. The following strategies may also be helpful: Creating a spousal IRA, setting up health savings accounts, and claiming Social Security to maximize your benefits.

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It’s Different for Women: Part 1 Thumbnail

It’s Different for Women: Part 1

As investors, women have to deal with challenges that are different from those facing most men. Unequal pay, limited employment opportunities, and glass ceilings often reduce their lifetime earnings. The demands of pregnancy and childcare, most recently evident during COVID when women sacrificed work opportunities to care for homebound children in far greater numbers than their male partners, further widen the economic gap. Womens’ healthcare costs also tend to be higher, and because of a longer life expectancy, their assets need to last longer.

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Investing in Cannabis Craze Still a Smoky Haze Thumbnail

Investing in Cannabis Craze Still a Smoky Haze

With the eagerness of an arthritic elder relishing the idea of a good night’s sleep, my mom read the menu and decided on a bag of gummies and a hunk of chocolate that together could incapacitate the Albanian army. At that moment, I started feeling bullish on the future of the marijuana industry and considered investing in pot. However, the fundamental analysis of marijuana funds is a bit hazier than my initial enthusiasm.

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ESG: Aligning Investing with Your Values Thumbnail

ESG: Aligning Investing with Your Values

The rapid growth in ESG products makes them increasingly easier to deploy in investment portfolios. It also helps ensure that your values can be expressed in a way that helps you meet your financial goals. Along the way, these strategies are creating change and can make your money a force for good.

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A Carrot and Stick for Investors on Climate Action Thumbnail

A Carrot and Stick for Investors on Climate Action

We don’t hear much good news on climate change these days. A recent report from one of the world’s largest insurance providers, Swiss Re, estimates the effects of climate change will reduce global economic output 10 percent to 14 percent by 2050 on our current trajectory. That’s around $23 trillion in lost economic output every year.

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The LongView: 2021 First Quarter Review & Outlook Thumbnail

The LongView: 2021 First Quarter Review & Outlook

The first quarter of 2021 was marked by a sea change in financial markets around the world. Equities continued to power higher on the back of a recovering global economy, and the MSCI All-Country World Index gained +4.57%. Conversely, improving growth expectations contributed to a significant increase in interest rates, pushing the broad bond market down by over 3%.

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