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Bored… and Brilliant? A Book That Challenges You to Disconnect from Your Phone
Do you have any idea how often you pick up your smartphone throughout the day (and night)? Do you feel addicted to your phone? Are you losing your ability to focus when you read and when you work? If so, then I have just the book for you -- “Bored and Brilliant: How Spacing Out Can Unlock Your Most Productive and Creative Self”, written by Manoush Zomorodi, the host of...
Equifax Breach: Here’s What I’m Doing (update)
It's been hard to escape the news of the Equifax breach. Even though it happened starting in May 2017 we're only just hearing about it. In my opinion, and others', the company's response to this breach has been far from stellar. Huffington Post reports: The Federal Trade Commission announced it is investigating the Equifax incident, and the Consumer Financial Protection Bureau is looking into the company’s response to the breach. Members of the House Judiciary,...
Dimensional Fund Advisors: Getting What You Don’t Pay For
JULY, 2017 Getting What You Don't Pay For Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. TO READ MORE: OPEN PDF ARTICLE ...
Dimensional Fund Advisors: Quit Monkeying Around!
AUGUST, 2017 Quit Monkeying Around! In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case? TO READ MORE: OPEN PDF ARTICLE ...
What Sheri’s Reading: Back to School 2017 Edition
August 28, 2017
in SAGE Reads
Dominic begins his senior year at WPI and Devon his sophomore year at the Hartt School; Dave and I return to being empty-nesters. Sigh. As your kids or grandkids head back to school, I've compiled a list for your reading pleasure. You will find some light-hearted articles, some that are thought-provoking, and some of a more practical nature:
When Holding is the Hardest Part (Ben Carlson) “The easy money has been...
Sheri’s Summer Retirement Summary Part 10: Retirement Planning Staying Power
Whether you’ve been working hard, hardly working, or enjoying a balance of both this summer, I’ll bet the past few months have flown by fast. They have for me, anyway, as I’ve enjoyed some (too brief!) time with my college boys, helped my husband Dave ramp up his new business, co-managed SAGEbroadview, and – of course – kept reading every day. So here it is, almost September, and already time to...
Sheri’s Summer Retirement Summary Part 9: Another Early Retirement Illustration
As I covered in my last post, not every early retirement fits the stereotypical mold of becoming a multimillionaire by age 30, cashing in one’s chips and heading off to paradise. Sometimes, early retirement finds you instead of the other way around. Such was the case for Jack Pasanen, when he retired to help care for an ailing family member. Healthcare concerns struck even closer to home for our clients Tom and...
Sheri’s Summer Retirement Summary Part 8: Experiencing Early Retirement
At least in its idealized version, early retirement may be among the most popular retirement models around. Who hasn’t fantasized about being the next lucky rat to exit the race? Maybe head to a Panamanian paradise, like one intrepid couple did in this US News and World Report piece. That said, real-life early retirement isn’t for everyone. As we covered in our segment on the road less retired, some people love...