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June 30, 2015 in Evidence-Based Investing, Investing
If you’re wondering whether there’s something that you, as an investor, should be doing in response to the Greek crisis, here are some points to bear in mind. First, as always, we don’t know what the future holds, for Greece or anywhere else. Even more to the point, we don’t know how the market will react to whatever does happen in Greece. This is why we advise those who already have a...

June 23, 2015 in Investing, Investment Basics Series
We often advise others that mindful living represents a balance: reserving time for work and play, investing and spending, yourself and your community. Just as we invest our own wealth using the same strategy we recommend to others, we also strive to set an example on balanced living. (Admittedly, some days we’re more successful than others!) One way we strive for balance is by making plans each winter to set aside...

June 17, 2015 in Evidence-Based Investing, Investing
Is the US market due for a correction? If you Google that question, you will see people have been predicting a correction in the US stock market for years now. A healthy market will experience corrections, so rather than trying to predict them or live in fear of them, investors are better off incorporating them into their long-term strategies. Our investing philosophy is built on the knowledge that markets go both...

June 10, 2015 in College Planning, Financial Life Planning
This blog post was authored by Mike Iannetta.  Mike is Sheri’s nephew and will be attending Fordham University next year to study finance. He recently completed an internship at SAGEbroadview. I have always been a spender and the guy who does stupid things (for lack of a better term) that cost money. That big graduation check I just got? Signed the whole thing over to my parents to pay for the...

June 9, 2015 in In The News, Investing
“How am I doing so far?” is a fair question every investor asks. Our human nature tempts us to compare our performance numbers with the benchmarks the popular press reports on, such as the Dow Jones Industrial Average, the Standard & Poor’s 500 and the Nasdaq Composite index. Inappropriate comparisons can cause more harm than good if they tempt you to bail on an otherwise solid approach. See what Sheri has to...

June 3, 2015 in Investing, SAGE Reads
Can your portfolio survive rising interest rates? (Fortune) It’s the question that everyone has been asking. Here’s a guide to whether your portfolio will be able to withstand the coming rate hike cycle, whether it begins this fall or sometime in early 2016. (Hint: You should be fine as long as you are properly diversified.)  The 5 Rules of Personal Finance That Everyone Should Memorize (themuse) “Most people spend their 20s...

May 27, 2015 in SageBroadview News, Young Adult Series
Should a boutique firm like SAGEbroadview take on student interns? It’s a question we posed to ourselves a while back. After weighing the considerations for our clients, ourselves and our would-be interns, it became clear that the answer was YES, we should. We love educating – not only ourselves and our clients – but those who represent the future of our profession. That said, Chris Annello, who is overseeing our internship...

May 26, 2015 in Dimensional, Evidence-Based Investing, Investing
May 2015 Gravel Road Investing [column col="1/4"][/column] [column col="3/4"] By Jim Parker Vice President DFA Australia Limited “ Owners of all-purpose motor vehicles often appreciate their cars most when they leave smooth city freeways for rough gravel country roads. In investment, highly diversified portfolios can provide similar reassurance. " To read more: OPEN PDF[/column][divider scroll_text=""]   ...

May 20, 2015 in Estate Planning, Family Money, Young Adult Series
It’s official. Last week, my days as a legal guardian came to an end when my younger son Devon celebrated his 18th birthday.   Any parent can relate to my need for some extra oxygen just to share this news, let alone believe it myself. It’s also hard to accept that it’s been 19 months since my eldest son already reached adulthood. At the time, I used the milestone to remind...

May 13, 2015 in Dimensional, Evidence-Based Investing, Investing
Have you ever noticed that the best humor usually has an edgy element of truth to it?  Take, for example, this StockCats “Headline Generator” spoof on the commentary that floods our sensibilities every time the market moves a whisker. Admittedly, we financial professionals may be hard up for humor, but I got a good belly laugh out of their creative spin on what (sadly) often passes for intelligent observations. So, yes, there is an abundance...