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August 3, 2021 in Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy 9 Questions For The Bull Market “Bull markets are way more fun than bear markets, but they can also warp your brain.” ( Ben Carlson) Cryptocurrencies: Do they serve the public interest? (Evidence Investor) “In its annual economic report, the Swiss-based Bank for International Settlements — the coordinating agent for central banks — argues that while there is a public interest case for digital money, existing crypto currencies are...

July 27, 2021 in Money & Finance, Our Physical & Mental Well-being by
  Businesses, Stock Markets & the Economy Watch🡪 Righting the Ship: One Year Later “The question I want everyone to ask is: What lessons should we take from this past year?” (Featuring David Booth, Executive Chairman and Founder, Dimensional) Visualizing the History of U.S. Inflation Over 100 Years (Visual Capitalist)   Your Finances & other Wealth Management links Your Cheerios box is shrinking. “One way companies are raising prices is by reducing the package sizes — without lowering...

July 20, 2021 in Dimensional, Evidence-Based Investing by
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q2 2021) + HAPPY BIRTHDAY TO INDEX FUNDS!   Quarterly Market Review (QMR) – Q2 2021 This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets (all arrows are green this past quarter!). The report also illustrates the impact of globally diversified portfolios...

July 1, 2021 in News, SAGE news, SageBroadview News by
The SAGEbroadview you know today is a team of seven with offices in three states, serving over 120 client households, and managing over $289 million in client portfolios. That level of growth was almost unimaginable back in 2004 when Larry and Sheri met for the first time after sitting next to each other at a financial planning conference. At that time, Larry was working part-time on wealth management activities at DHAS...

June 23, 2021 in Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy History Shows That Stock Gains Can Add Up After Big Declines. (Dimensional) “Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.” Why Interest Rates Have to Stay Low For a Very Long Time (Ben Carlson) Ford vs. Tesla (Ben Carlson) Your Finances & other Wealth Management links Take the Consumer Financial Protection Bureau (CFPB) wellbeing survey. -->Can you measure your Financial...

June 8, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy Watch or read-> G-7 Nations Sign Pact To Make Corporations Pay Fairer Taxes. “The pact supports a minimum corporate tax rate of at least 15% to make it more difficult for companies to avoid paying.” (AP) How the World Ran Out of Everything “Global shortages of many goods reflect the disruption of the pandemic combined with decades of companies limiting their inventories.” (The New York Times) How...

June 1, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy Bulls, Bears, and Long-Term Benefits of Stock Investing. “Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times.” (Dimensional) Zillow ($Z) estimates home prices aren't cooling off any time soon. (zillow.com) Four lessons from the Crypto Crash including 'The 24/7 nature of crypto markets exacerbates volatility during a crisis.' (awealthofcommonsense.com) Your Finances & other Wealth Management links Why...