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July 1, 2021 in News, SAGE news, SageBroadview News
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
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
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
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...

May 25, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy New results on Work From Home (Marginal Revolution, Tyler Cowen) “COVID-19 drove a mass social experiment in working from home (WFH). We survey more than 30,000 Americans over multiple waves to investigate whether WFH will stick, and why. Our data say that 20 percent of full workdays will be supplied from home after the pandemic ends, compared with just 5 percent before. We develop evidence on...

May 18, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Inflation is Here. But is it Here to Stay? (Michael Batnick) “The bad news is prices are rising. The good news is we can explain why. Matthew Klein at Barron’s wrote that “Most of that increase, however, can be attributed to a few categories that collectively account for just 13% of consumer spending.”” Your Finances & other Wealth Management links The pandemic drove these Americans into early retirement. What...

May 11, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy 10 Things You Shouldn’t Care About as an Investor (Ben Carlson, CFA) Global Diversification Can Make a World of Difference (Dimensional) Your Finances & other Wealth Management links Car rental rates are through the roof: Here’s what you can do to save money (Los Angeles Times) Is travel insurance worth it now? (HuffPost.com) 8 Reasons Why Renting Isn’t “Throwing Money Away” (moneyning) The Environment & ESG (Environmental, Social & Governance) Investing Visualizing...

May 4, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Stock Market Returns Are Anything But Average (Ben Carlson, CFA) “From 1926-2020, the average return for the U.S. stock market was basically 10% per year. Investing in the stock market would be way easier if you could simply bank on 10% year in and year out. Unfortunately, it doesn’t work that way.1 If stock market returns were consistent each year, there would be no risk. If there was...