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Continued Comfort from “the Crazy Quilt Chart”
We all have our symbolic security blankets, right? Mine is Madeleine L’Engle’s “Wrinkle in Time.” I first read it when I was a young adult, shortly after it became a Newbery Medal winner and I was still the book’s target audience. It was such a bull’s eye that I continue to revisit it every few years, wrapping myself up in its satisfying triumph of good over evil. For investors, one of...
Got a Minute? Get an Economic Edge (Trade Deficits)
Today we share a series of charts on trade deficits. Reminder: These charts come to us compliments of independent economist Fritz Meyer, a seasoned economic and markets analyst whose insights appear regularly on CNBC, Bloomberg TV and the Fox Business Network. Here is what Fritz has to say about trade deficits: … A trade deficit isn’t a debt that must be repaid. It is often a sign of economic prosperity. … It means...
What Sheri’s Reading: March 2017 Edition
March 15, 2017
in SAGE Reads
A curated list for your reading pleasure -- some light-hearted articles, some that are thought-provoking, and some of a more practical nature:
This Bull Market Isn't as Old as Some Seem to Think (BloombergView) “Why is this important? Understanding how old a bull market is may very likely affect your expectations of future returns, your risk appetite, even your investment allocations. Misunderstanding when a bull market began is potentially a...
Dimensional Fund Advisors: Going Global Is Still in Vogue
Here’s a trick question: When does 5,000 = 3,600? The answer is: when you’re counting how many companies the Wilshire 5000 Total Market Index is actually tracking these days. The name suggests there are at least 5,000 publicly traded, U.S.-listed companies in the total market, but that number has been shrinking for a couple decades. That’s one of several fascinating insights shared in a recent report from our friends at Dimensional...
Dimensional Fund Advisors: Investment Shock Absorbers
FEBRUARY 17, 2017 Investment Shock Absorbers JIM PARKER, VICE PRESIDENT Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions. TO READ MORE: OPEN PDF ARTICLE ...
Three Cheers to Three Years at SageBroadview
February 8, 2017
in SageBroadview News
Whenever the world rings in a new year, we are privileged to reach another milestone that, in our opinion, seems almost as worthy of global celebration. Happy third birthday to us! On January 1, 2014, SAGE Advisory Group of Morristown, NJ and Broadview Financial Planning of Farmington, CT merged and became (drumroll from Devon please …) SageBroadview Financial Planning.
Combining two seasoned teams scattered across multiple states into one cohesive group...
What Sheri’s Reading: January 2017 Edition
I don’t know about you, but I’m a fast reader and I can barely keep up with the news these days. I start each morning reading from a variety of national and local media outlets (and support each one with paid subscriptions which I feel is vitally important) then try to do some deeper dives into policies and issues. And I nearly always spend at least thirty minutes before I...
Dimensional Fund Advisors: How High Can High Returns Go?
So is the Dow going to bust past 20,000 or isn’t it? By the time you’re reading this, maybe it already has. Either way, what does the milestone high-water mark mean to you as an investor? We would propose that the answer is: Not a whole lot. Whenever markets flirt with new highs, you may wonder if it’s some sort of signal that it’s time to cash out, assuming prices aren’t...