Summary

The business world is cottoning on to an old idea made new again: having a calm and orderly mind leads to superior decision making, increased confidence and coping, and a lot less stress. By being aware of that which we cannot control and accepting that reality, we are better equipped to manage those things that we can. In a word, mindfulness. These principles are especially applicable to the world of finance and investing, where stakes are high, sound decision-making crucial, and many variables exist outside of our control. The Mindful Investor is a friendly, non-threatening, inspirational guide for individual investors, business people, and professionals who are looking for a better way to manage their money and their professional lives. Maria Gonzalez and Graham Byron understand that financial success is important, but they also believe that people must create their own definitions of success, and this will vary for everyone. Whether your goal is maximizing returns on investment, saving for a modest retirement home, or preserving investor wealth amid market losses, The Mindful Investor will guide readers to achieve clarity about what is truly important, show them how to stay focused on what matters, and be level-headed about what they can't control. It will take readers through the basics of Mindfulness Meditation, including the five hindrances to success: Attachment Aversion Ignorance, Confusion, & Delusion Envy & Jealousy PrideThen readers will be shown how to combine these theories with sound financial planning to create a clear, structured financial future.Seriously, meditation and money do mix. Chances are, someone you know (maybe even your competition) has already used mindfulness to their advantage, without you being aware of it. The strategies in this book will help you to increase the mindfulness in every aspect of your life. You will see that by creating clarity, staying focused, and maintaining composure, you can attain both financial success and peace of mind.

Author Biography

Maria Gonzalez, BCom, MBA, is a 30-year business veteran who believes that Mindfulness transforms lives. As founder and president of Argonauta Strategic Alliances Consulting Inc., she ensures that Mindfulness is indistinguishable from her business, whether negotiating complex strategic alliances, coaching business leaders to use Mindfulness in their lives and businesses or coaching organizations to function more effectively through Mindfulness. She has been meditating regularly since 1991 and teaching Mindfulness since 2002.
Maria has taught Strategy and Organization Development at Mc Gill University's Desautels Faculty of Management. Over the last two decades she has served on numerous boards and has been a member of the Corporate Advisory Board for the Harvard Medical School - MacArthur Foundation's study on depression and workplace performance. She is a founding member and Vice Chair of the Global Business and Economic Roundtable on Addictions and Mental Health.

Graham Byron, CFP, has been an Investment Advisor and Certified Financial Planner (CFP) for more than 20 years. He has co-authored two other books on financial planning, including the best-selling CARP Financial Planning Guide. Graham believes that applying Mindfulness to money is critical at this turning point in our financial lives. Approaching the financial planning process with calm awareness allows investors to make good decisions and enjoy their wealth.

Acknowledgments	p. ix
Preface	p. xi
The Authors	p. xv
How We Got Here and How We'll Get Out	p. 1
An Introduction to Mindfulness Meditation	p. 10
Mindfulness Techniques	p. 27
The Five Hindrances that Impede Success	p. 55
The Starting Point	p. 66
The Financial Plan	p. 80
Portfolio Construction	p. 102
Client/Advisor Relations	p. 128
When Things Go Wrong	p. 144
Estate Planning	p. 159
Final Thoughts	p. 172
Making Decisions with Mindfulness	p. 174
The Budget	p. 182
Finding a Mindfulness Teacher	p. 189
Endnotes	p. 191
Bibliography	p. 194
Index	p. 196
Table of Contents provided by Ingram. All Rights Reserved.

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