January 20, 2016 Down To The Wire: A Vanishing Value Premium? By Weston Wellington Vice President Dimensional Fund Advisors " Value stocks underperformed growth stocks by a material margin in the US last year.  However,the magnitude and duration of the recent negative value premium are not unprecedented.  This column reviews a previous period when challenging performance caused many to question the benefits of value investing. The subsequent results serve as a reminder about the importance of discipline." To read more:...

On January, 13  Nasdaq published Sheri's piece Avoiding Tax Scams. The article tells/warns you how to avoid tax scammers that call your house and try to get your personal info. "While the Internal Revenue Service may not be your favorite federal agency, criminals posing as IRS representatives are unquestionably the much bigger problem. Here's what to know to protect yourself." Visit here to read the rest of the article  ...

In our recent post, “Making Time for Creativity,” we shared some insights from “Big Magic” author Elizabeth Gilbert on how and why you should make room in your life for intangible inspiration. This includes organizing your more tangible financial interests. Here are three handy habits for improved financial organization in the year ahead. Locate What You’ve Got Naturally, if you don’t know what you own and where it’s held, it’s going...

Based on Nielsen’s Top 10 New Year’s Resolutions from January 2015, many of us would like to be more organized. But like losing weight or becoming more fit, we have a tough time doing it. That’s probably why it ranked #6 in the resolution ratings. It’s overshadowed by becoming healthier and happier, but it beats out reading more books. (Clearly, Nielsen didn’t ask us about the reading thing, lest we...

If you’ve been following our blog for any length of time, you may already realize that we’re big on expressing gratitude around here. But that doesn’t mean that we have to shout it from the rooftops to make it matter. Grateful living can come quietly as well, and we introverts are indeed grateful for that. As we prepare to swing into another raucous year of noisy news (can you say “Donald...

When Ponce de Leon was searching for the Fountain of Youth, he may have been better off looking closer to home by exploring his own, inner attitudes. So says the evidence-based research on how to improve on our stamina as we age. In fact, we couldn’t help but notice a number of uncanny parallels between our advice about sound investing and the following, evidence-based excerpts from a recent Wall Street Journal...

If there’s a lesson we seem to learn the hard way every holiday season, it’s the insidious effect of compound calories. A taste here, a nibble there … hey, somebody’s got to lick that bowl. The next thing you know, those numbers have taken on an exponential life of their own, and you’re going to have to put your Fitbit into overdrive to get back on track. Fortunately, compounding has its...

Perhaps I should have known on that day more than 18 years ago, when I caught my own breath listening to my son Devon’s beating heart for the first time: I was about to give birth to a talented and enthusiastic drummer. Regardless of where the future takes him, I hope Devon will always march to his own beautiful rhythm – the one that we celebrated recently at his Seniors...

  Todays post is written by SAGEbroadview Principal, Larry Annello. A few months ago, I introduced our adorable puppy Colbie to the SAGEbroadview community. While our affection for her has grown with her paw size, Colbie is lucky that she is so darn cute, given her talent for sniffing out trouble. This reminds me of one way that investing does NOT parallel our beguiling girl: During turbulent markets, mutual fund investors can...