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Points of View

Let's Fix PERA Thumbnail

Let's Fix PERA

Concerns raised in the NM Roundhouse suggest that the pension system for our public servants may be at risk because many of the people on the board of the Public Employee Retirement Association of New Mexico (PERA) don’t have the experience necessary to fulfill their responsibilities. PERA is in charge of an $18 billion trust fund that includes the retirement money of nearly 100,000 public employees.

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2021 Fourth Quarter Outlook and Review Thumbnail

2021 Fourth Quarter Outlook and Review

For a year that began with the storming of the US Capitol and a worsening supply chain crisis, then proceeded through a series of devastating natural disasters, and ended with soaring inflation and a dramatic surge in COVID cases, 2021 was remarkably generous to investors.

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Financial News from COP26 Thumbnail

Financial News from COP26

ESG finance is finally entering the mainstream. This became crystal clear at COP26 when a group of financial institutions representing $130 trillion pledged to use its assets to decarbonize the economy.

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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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