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Mindful Investing: Right Focus, Better Outcome, Greater Well-Being
Accessible Strategies for New or Well-Established Investors
Jonathan DeYoe invested a small sum in stocks at a young age — and then watched his money grow. Now a financial adviser and longtime meditator, he understands that stress plagues many would-be investors, and he has seen countless people make investment decisions driven by fear and wishful thinking. That mindset leads to costly mistakes, such as chasing “hot” stocks, buying when prices are high and selling when low, and racking up transaction fees and taxes in the process. These mistakes are preventable by cultivating a state of nonjudgmental awareness and practicing mindfulness, which allows investors to see life from a larger perspective and make financial decisions according to their long-term goals. With simple, evidence-based methods that don’t rely on gimmicks or constant portfolio maintenance, Mindful Investing takes away the anxiety to help you reach financial prosperity and personal well-being.
Jonathan DeYoe invested a small sum in stocks at a young age — and then watched his money grow. Now a financial adviser and longtime meditator, he understands that stress plagues many would-be investors, and he has seen countless people make investment decisions driven by fear and wishful thinking. That mindset leads to costly mistakes, such as chasing “hot” stocks, buying when prices are high and selling when low, and racking up transaction fees and taxes in the process. These mistakes are preventable by cultivating a state of nonjudgmental awareness and practicing mindfulness, which allows investors to see life from a larger perspective and make financial decisions according to their long-term goals. With simple, evidence-based methods that don’t rely on gimmicks or constant portfolio maintenance, Mindful Investing takes away the anxiety to help you reach financial prosperity and personal well-being.
280 pages, Paperback
Published September 19, 2023
4 people are currently reading
26 people want to read
About the author
Jonathan K. DeYoe
5 books6 followersJonathan DeYoe, AIF & CPWA, is the author of Mindful Money, the founder of Happiness Dividend, and owner of DeYoe Wealth Management.
He bought his first stock in 1980 (he was nine years old) and he started wondering about the "Meaning of Life" in High School. He started studying finance, but quickly shifted his focus to philosophy, comparative religion and Buddhist phenomenology. He spent 7 years on those subjects before embarking on his financial career.
Jonathan DeYoe is a Berkeley, CA based financial adviser and a longtime Buddhist. During his twenty years in the personal finance world, he has managed investments for clients at Morgan Stanley, UBS Paine Webber, Salomon Smith Barney, and Prudential. In 2001 he founded his own wealth management firm, DeYoe Wealth Management. Today Jonathan manages nearly $250 million for over two hundred families and foundations in the United States and overseas.
In his spare time, Jonathan speaks publicly about the intersection of money and happiness and contributes opinion pieces to publications such as Business Insider, Huffington Post, Yahoo! Finance, The Wall Street Journal, NerdWallet, MarketWatch, The Motley Fool, and The Christian Science Monitor. Jonathan lives in Berkeley with his wife and two children.
Jonathan loves reading, skiing, travelling, playing and coaching soccer and he spends as much time with his family as he can.
His blog can be found at happinessdividend.com, and you can follow him on Twitter @HappinessDiv.
He bought his first stock in 1980 (he was nine years old) and he started wondering about the "Meaning of Life" in High School. He started studying finance, but quickly shifted his focus to philosophy, comparative religion and Buddhist phenomenology. He spent 7 years on those subjects before embarking on his financial career.
Jonathan DeYoe is a Berkeley, CA based financial adviser and a longtime Buddhist. During his twenty years in the personal finance world, he has managed investments for clients at Morgan Stanley, UBS Paine Webber, Salomon Smith Barney, and Prudential. In 2001 he founded his own wealth management firm, DeYoe Wealth Management. Today Jonathan manages nearly $250 million for over two hundred families and foundations in the United States and overseas.
In his spare time, Jonathan speaks publicly about the intersection of money and happiness and contributes opinion pieces to publications such as Business Insider, Huffington Post, Yahoo! Finance, The Wall Street Journal, NerdWallet, MarketWatch, The Motley Fool, and The Christian Science Monitor. Jonathan lives in Berkeley with his wife and two children.
Jonathan loves reading, skiing, travelling, playing and coaching soccer and he spends as much time with his family as he can.
His blog can be found at happinessdividend.com, and you can follow him on Twitter @HappinessDiv.
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Displaying 1 - 3 of 3 reviews
February 21, 2024
Appreciated the way DeYoe ties investments and financial planning with how we want to live life, and what happiness looks like for each of us.
I read his first book years ago, and it guided me on building a financial independence plan that was extremely meaningful on my path.
I would recommend this book for anyone who might be newer to the investment process or simply interested in a refresher. I appreciated the tie in between long term goals and investment philosophies and holistic mindfulness and care for self and community.
I appreciated the dive into human bias and mindfulness. It is one of the more thought-provoking write ups I have found in a book on what it means to be Operating with unconscious or conscious bias, and how we can account for it in our planning.
I would definitely recommend reading his first book, and then following up with this one. As they seem to build off of one another.
A disclaimer: if you find yourself already well-versed on your investment plan and financial planning, this book may not offer you new principles. I found it fun to read as a refresher while many of the core investing principles are not new to me and part of my flow already (so rating this read as if the topic was newer for me as many nuggets would be following on my journey :)).
I read his first book years ago, and it guided me on building a financial independence plan that was extremely meaningful on my path.
I would recommend this book for anyone who might be newer to the investment process or simply interested in a refresher. I appreciated the tie in between long term goals and investment philosophies and holistic mindfulness and care for self and community.
I appreciated the dive into human bias and mindfulness. It is one of the more thought-provoking write ups I have found in a book on what it means to be Operating with unconscious or conscious bias, and how we can account for it in our planning.
I would definitely recommend reading his first book, and then following up with this one. As they seem to build off of one another.
A disclaimer: if you find yourself already well-versed on your investment plan and financial planning, this book may not offer you new principles. I found it fun to read as a refresher while many of the core investing principles are not new to me and part of my flow already (so rating this read as if the topic was newer for me as many nuggets would be following on my journey :)).
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August 8, 2025I read this book and gave a copy to my friend, who said it “changed her life!”
Your turn to grab a copy of Mindful Investing by Jonathan K. DeYoe and rethink how you approach investing. Here’s my review: https://loom.ly/KKb_GW0
Your turn to grab a copy of Mindful Investing by Jonathan K. DeYoe and rethink how you approach investing. Here’s my review: https://loom.ly/KKb_GW0
May 14, 2024
A very good introduction to investing. It's easy to understand and continually reminds investors not to be stupid.
Displaying 1 - 3 of 3 reviews