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Buy or Lease Your New Car?
May 8, 2017
in Family Money
Ah, there’s nothing quite like that new-car smell? It’s so popular, you can even buy it in a can. To me, I’m not sure that’s worth it unless I get an actual new car along with it. That said, given the costs, when it does come time to replace your classic clunker with a shiny (and fragrant) new edition, you may be wondering if it makes more sense to buy...
More Motivation on Meditation
Last week, I talked up Headspace. I try to get my Zen on every day, but for a Type A type like me, sometimes one resource just doesn’t cut it. Is it ironic that even when it comes to my meditation I tend to be an over-achiever? Hey, I’m in good company. Consider this interesting article about the late, great Steve Jobs and the one question he asked himself every...
Might I Motivate You To Meditate?
Remember Ray and the late Tom Magliozzi of Car Talk? I miss their weekly advice, and so does my car. I’ve even been known to have browsed their “shameless commerce” division. Today, I’m going to engage in some shameless commerce of my own … but not for myself. As I reflect on some of the things that make me happy, I want to share that onward by pointing you to...
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...