Secure Document Sharing
SBV Curated Content | A WEEKLY UPDATE OF ENLIGHTENING & INTRIGUING INFORMATION | July 29, 2020
COVID-19 How to understand COVID-19 numbers. Viewed in isolation or presented without context, coronavirus numbers don’t always give an accurate picture of how the pandemic is being handled. Here, ProPublica journalists Caroline Chen and Ash Ngu offer insight on how to navigate the figures. (ProPublica) Wearing masks could help you avoid major illness even if you get coronavirus, experts say. (Los Angeles Times) Cloth face masks still provide a major protective benefit: They...
SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | July 22, 2020
COVID-19 IRS announces rollover relief for required minimum distributions from retirement accounts that were waived under the CARES Act. Clients, if you have already taken your RMD this year and now want to “put it back” by August 31,2020, please let us know ASAP so we can help you. (IRS) The Internal Revenue Service announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now...
SBV Curated Content | a weekly update of enlightening & intriguing information | July 15, 2020
Healthcare: What Happens Next (Collaborative Fund, Lily Bernicker) A User’s Guide to Face Masks By now you’ve figured out that wearing a mask is not as simple as all those TV doctors made it look. Here’s our guide to the wear and care of your new mask. (The New York Times, Tara Parker-Pope) A group of 239 scientists say there’s growing evidence covid-19 is airborne. What does this mean for you? (MIT...
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q2 2020)
If there was a clear message from second quarter markets, it’s that you never know. Even as we saw headlines that “At Least a Fourth of US Economy Goes Idle from Lockdown,” we saw others informing us that “US Stocks Close Out Best Quarter Since 1998.” What can we make of this? In short, Q2 offered a crash course in how critical it is to stay invested in both stocks and bonds,...
SAGEbroadview Updates & What We’re Reading on COVID-19
WORKING DURING QUARANTINE Here at SAGEbroadview we continue to mostly work from our homes -- zooming, calling and emailing with our clients and each other on all kinds of financial planning and investment tasks as well as putting the finishing touches on tax season. Larry opted to work in quarantine in our brand-new office in Farmington, CT; once you see how nice it turned out you will understand why! You can...
Dimensional’s Quarterly Market Review (Q1 2020)
You won’t be surprised to see all the red in returns for stocks this past quarter. But take heart at the green for bond returns. When stock markets are climbing upward, bond funds can seem so boring, but you see now how well they are doing their job of providing stability and ballast in your globally diversified portfolio that holds a mix of bond & stock funds (your asset allocation). At SAGEbroadview we continue...
A CARES Act Overview (Coronavirus Aid, Relief, and Economic Security Act)
A CARES Act Overview With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person (virtually), depending on which ones apply to you. Questions? Please be in touch! In General Direct payments/recovery rebates: Most...
Short videos that might provide a source of comfort & clarity in the days ahead
From our friends at Buckingham Wealth Partners - AskBuckingham.com: "If the rate at which the news, the markets and life as we know it are changing these days has left you with more questions than answers, you’re not alone. This video podcast series is designed to provide simple answers to your most pressing questions. No stage, no sound bites—just short, straight answers from the experienced thought leaders that guide Buckingham’s research, education, investment and financial planning efforts. From...