Secure Document Sharing
A wealth of information at your fingertips.
Dimensional Fund Advisors: Why Should You Diversify?
Why Should You Diversify? December, 2018 When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. For more, visit this week's Dimensional Post Why Should You Diversify or click here for a PDF version. Click image to enlarge SAGE Serendipity: The "Best of 2018" lists are coming out. Here we've curated a list of lists; a place to start and maybe pick-up...
Establishing Cybersecure Lines of Defense
As we covered in our last post, one of the best ways to avoid falling prey to cybercriminals is to âthink before you clickâ within incoming emails, to avoid reacting to an increasing abundance of phishing scams arriving in your inbox. Once youâre in the habit of watching for suspicious subject lines before even opening an email, how can you further differentiate legitimate queries from phishing most foul? BE ON HIGH ALERT...
A Cybersecurity Tip: First, Count to Ten
As it turns out, a timeless technique for managing your temper is equally excellent advice for safeguarding your online security in todayâs fast-paced world. Just as weâre advised to âcount to tenâ in the heat of an argument, itâs increasingly imperative to âthink before you clickâ on incoming emails, to avoid falling for email phishing scams on the rise. After all, weâre all human; none of us is immune from occasionally...
3 Things: Reading History, Writing Email, and Getting Things Done
We are trapped in the âNever-Ending Now,â consuming only social media content created within the last 24 hours 1.  The Never-Ending Now (David Perell, 11/13/2018) âYou are what you consume. End of story. Hereâs Tim Wu writing in The Attention Merchants: âAny and all information that one consumesâpays attention toâwill have some influence⊠As William James observed, we must reflect that, when we reach the end of our days, our life experience will equal what we have...
3 Things: Time lapses, âbuy & holdâ, and are you average?
November 13, 2018
in Investing
Three incredible time lapses to watch on past and future trends
1. Trends & Time Lapses (A Wealth of Common Sense, Ben Carlson, 11/11/2018)
Forward-looking population distribution in the U.S.
How stock market valuations have changed by country since 2007
The change in the top 10 countries by GDP every year from 1960 to 2017
âBuy and Holdâ (and Rebalance) is still your best bet â hereâs whyÂ
2. Why You Should Stick With âBuy and...
Dimensional Fund Advisors: Midterm Elections – What Do They Mean for Markets?
Midterm ElectionsâWhat Do They Mean for Markets? NOVEMBER 01, 2018 For the upcoming midterms, commentators are likely to offer opinions on who will win and what impact the vote will have on markets. Looking at returns since 1926 shows that months when midterm elections took place did not tend to have returns that different than any other month. OPEN PDF:Â Midterm ElectionsâWhat Do They Mean for Markets SAGE Serendipity: If you don't need the latest...
What Sheriâs Reading
Investing Stuff: A Matter of Perspective (Sam Ro, Managing Editor of @YahooFinance) Same chart, two lenses pic.twitter.com/JfoOyRF1VI â Sam Ro (@bySamRo) October 26, 2018 The Psychology of Sitting in Cash, Part Deux (A Wealth of Common Sense, Ben Carlson, 10/28/2018) Some considerations for those who are sitting on a big pile of cash or are thinking about raising cash now that weâre in the midst of another correction. Calendar Years are Arbitrary (The Belle Curve, Blair Duquesnay,...
SAGEbroadview Welcomes Associate Adviser Karina Salés
Please join us in welcoming Karina SalĂ©s to the role of Associate Adviser with SAGEbroadview. She will be physically located in our Morristown, NJ office but will travel to our Farmington, CT and Burlington, MA offices as needed. She is already busy assisting us with the array of financial planning support services that are essential to our personalized client care. If youâre in the neighborhood, feel free to stop by...