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Points of View

The LongView: 2021 Third Quarter Review and Outlook Thumbnail

The LongView: 2021 Third Quarter Review and Outlook

After many months of back-to-back gains, global stock markets faltered in September and ended the third quarter on a slightly down note, marking a pause in the remarkable rally since the COVID lows 18 months ago. The lull may be ascribed generally to the pandemic. Renewed lockdowns caused by the Delta variant this summer forced factories in many countries to keep workers home and cut back production, even as demand for goods swelled. Meanwhile, shortages of raw materials and labor tangled supply chains, throwing global trade into disarray and exposing the vulnerability of just-in- time inventory management.

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Marine - Monk - Money Manager Thumbnail

Marine - Monk - Money Manager

Hear a former monk's perspective on how Judeo-Christian traditions unexpectedly influence our attitudes toward money. LongView partner, Doug Lynam, shares his insights on the TV history show Clio The Muse.

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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. Check out this article by Santa Fe investment advisor Doug Lynam, author of From Monk to Money Manager.

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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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The LongView: 2021 Second Quarter Review and Outlook Thumbnail

The LongView: 2021 Second Quarter Review and Outlook

The global economy is experiencing one of the strongest synchronized expansions since the 1980’s as vaccination campaigns reach a growing percentage of the population, governments ease COVID mobility restrictions, and demand for goods and services surges. This has been especially true in the US, which posted an annualized growth rate of 6.4% in the first quarter.

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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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