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November 28, 2017 in Economics, SAGE Reads by
Small Changes Add Up Small changes, beginning today, can materially affect our future wealth; they can also dramatically impact our future selves. This article by Nick Maggiulli includes a powerful visualization of the cumulative effect on future wealth of saving 5% to 15% of our income each year. (Example assumed $50,000 in annual income with a 5% annual return.) Consider also how creating a habit that may not cost us...

November 21, 2017 in SAGE Reads, Tax Management by
At SAGEbroadview we are very busy this holiday season and I expect our readers are too. So, for the rest of the year, barring an emergency that I would need to address (another credit agency security breach, for example), we will keep things short and sweet. I will share three articles each week with one or two sentences about each article. The articles may all be on the same topic,...

November 15, 2017 in Dimensional, Evidence-Based Investing, Investing by
OCTOBER  2017 The Uncommon Average “I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1] But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see the range of...

November 1, 2017 in Dimensional, Evidence-Based Investing, Investing by
SEPTEMBER 2017 Lessons for the Next Crisis  We recently experienced the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major crisis-related events pass (for example, 10 years since the bank run on Northern Rock...

October 24, 2017 in Family Money, Financial Life Planning, Insurance, Risk Management by
Sheri’s take: Recently, we shared two guest posts on this fall’s insurance open enrollment period, authored by Mark Maurer, CFP®, MBA, president and CEO of LLIS. Mark’s posts were well-received, so we were delighted when he agreed to share one more interesting idea with us on how to use “layering” to save costs on your life insurance while still ensuring adequate coverage for your loved ones. Good coverage at less...

October 11, 2017 in Corporate Executives, Insurance, Risk Management, Young Adult Series by
Sheri’s take: As this year’s open enrollment period goes into full swing, you and your family can use the opportunity to not only review your healthcare coverage, but also to take a fresh look at life and disability insurance coverage available to you. Last week, we were pleased to share an insightful guest post on group and individual life insurance considerations, compliments of Mark Maurer, CFP®, MBA, president and CEO...

October 3, 2017 in Corporate Executives, Insurance, Risk Management, Young Adult Series by
Sheri’s take: There’s strength in numbers, especially in having a number of well-informed alliances to supplement our own financial know-how. Mark Maurer, CFP®, MBA, president and CEO of LLIS is one such alliance we’ve long maintained – because protecting the wealth you’ve already got against life’s many risks is essential to your total wealth interests. Thanks to Mark and his LLIS team for sharing this guest commentary on insurance coverage worth...

September 18, 2017 in Mindful living, SAGE Reads, Technology by
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...

September 15, 2017 in Credit, Family Money, Identity Theft by
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,...