Businesses, Stock Markets & the Economy Why America has 8.4 million unemployed when there are 10 million job openings. “The economy is undergoing massive changes. There’s a big mismatch at the moment between the jobs available and what workers want.” (The Washington Post) Biden’s SEC is ready to regulate cryptocurrency (recode) “The Securities and Exchange Commission (SEC) — led by Gary Gensler, who taught a class on cryptocurrency at MIT — is trying...

Businesses, Stock Markets & the Economy Schwab Market Perspective: The Next Phase (Schwab) “Although we’re not out of the pandemic yet, the economy is showing encouraging signs. Job growth has been strong and financial markets appear to confirm that the economic cycle has shifted from recovery to expansion. Global earnings estimates are being revised upward and global business leaders are expressing fewer concerns about supply constraints than earlier this year. Given these...

  Businesses, Stock Markets & the Economy ‘Everything Screams Inflation.’ How to Interpret the Headlines. (Dimensional) Your Finances & other Wealth Management links 6 Advanced Planning Ideas to Use When Your Restricted Stock Units Vest (Daniel Zajac) Five things to do in your 20's and 30's including 'Don't be afraid to take risks.' (thomaskopelman.com) Social Security claiming is more complicated for couples. (humbledollar.com) The Environment & ESG (Environmental, Social & Governance) Investing The infrastructure bill is a recognition that climate...

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...

  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...

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...

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...