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February 3, 2023 in SageBroadview News by
SAGEbroadview would like you to join us in celebrating a noteworthy achievement by our Associate Advisor, Danny Lester – his earning of the CERTIFIED FINANCIAL PLANNER™ marks. We are so excited for what lies ahead for Danny, and very proud of his accomplishments. Danny Lester, CFP® on becoming a CERTIFIED FINANCIAL PLANNER™ Professional: In 2017 I was fortunate to be set on the path to CFP® certification by one of my college professors. Now, almost...

July 11, 2022 in Dimensional, Evidence-Based Investing by
If you wish to examine world capital market performance for the past quarter, you can check out Dimensional’s Quarterly Market Review for Second Quarter 2022. Personally, I’d recommend enjoying other types of summer reading for now, as we will continue to monitor this data on your behalf. But if you are truly interested, don’t miss Marlena Lee’s article on pages 16 to 18 entitled “Three Crucial Lessons for Weathering the Stock Market’s Storm”. Her...

June 29, 2022 in Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy So What’s Your Plan for the Bear Market? (David Booth, Dimensional) “When choosing how much you want invested in stocks, balance the regret you would feel when markets go down with the regret of missing out when things turn around.” Why trying to maximize annual returns is counterproductive. (collaborativefund.com) “It’s counterintuitive, but you will likely maximize investment gains over your lifetime if you go out of your way...

June 2, 2022 in Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy Worried About Stocks? Why Long-Term Investing Is Crucial (David Booth, Executive Chairman and Founder, Dimensional) Excerpt follows: “Imagine it’s 25 years ago, 1997: J.K. Rowling just published the first Harry Potter book. General Motors is releasing the EV1, an electric car with a range of 60 miles. The internet is in its infancy, Y2K looms, and everyone is worried about the Russian financial crisis.   A...

May 18, 2022 in Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy Right Now, But Wrong Later (On market timing and why its unlikely to succeed in the long run) (Nick Maggiulli) Things You See In Every Bear Market (Ben Carlson) How Long Do Bear Markets Last? (Ben Carlson) Your Finances & other Wealth Management links Phishing Campaign Uses Simple Email Templates (KnowBe4) “The email informs recipients that two incoming messages were returned to the sender, and directs the user to visit...

May 10, 2022 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.” Source: Dimensional Do Downturns Lead to Down Years? (Dimensional) “Stock market slides may lead investors to anticipate a down year. But a broad market index had positive returns in 17 of the past 20 calendar years, despite some...

May 3, 2022 in Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy Watch- this 4 min. video> Stocks Are Hard to Hold During Drawdowns (Barry Ritholtz) “Why Drawdowns are a Feature in the Markets” Good News and Bad News About the Market (Ben Carlson) “It feels like it’s all bad news right now but the way I look at it is those losses are sunk costs. The past is the past and all that matters is the path forward.” Your Finances &...