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January 24, 2017 in Dimensional, Evidence-Based Investing, Investing
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...

January 17, 2017 in Dimensional, Evidence-Based Investing, Investing, Year In Review
First, we published our own “Year in SAGEbroadview Review,” summarizing the posts we shared in 2016. Then, we offered a double-header of fourth quarter and annual market reviews from Dimensional Fund Advisors. Before we set our sights forward, we’d like to share a couple more resources that offer important lessons learned from 2016. If you were with us this time last year, you may recall that the markets were in a...

January 10, 2017 in Dimensional, Evidence-Based Investing, Investing
Two Market Reviews – One Perspective What’s better than one market review? How about two, to compare and contrast? Hot off the press from Dimensional Fund Advisors, we offer a close-up of the fourth quarter just ended, as well as a slightly broader view of 2016’s annual market performance. Whichever review you choose to view, the most important point for both is that neither helps you position your portfolio for the future....

December 20, 2016 in Family Money, Mindful living
Mindful living, including spending money where it will be most meaningful, is certainly a regular theme here at SAGEbroadview. To search for that meaning, there’s ample academic evidence suggesting that we tend to find more happiness spending money on experiences than things. For example, a Wall Street Journal article, “Can Money Buy You Happiness,” cites several studies that have explored the lasting effect of spending. “What we find is that there’s...

December 13, 2016 in Tax Management
  “Hip and happening” isn’t the usual phrase that comes to mind when you think about the Internal Revenue Service. A more common stereotype is captured by Will Ferrell’s character, IRS Agent Harold Crick in the movie “Stranger Than Fiction.” Harold Crick counts the strokes when he’s brushing his teeth. His wristwatch is his guardian angel. He explains to the woman he’s wooing (and simultaneously auditing): “IRS agents, we’re given rigorous aptitude...

December 6, 2016 in Dimensional, Evidence-Based Investing, Investing
December 2016 Prediction Season Predictions about future price movements come in all shapes and sizes, but most of them tempt the investor into playing a game of outguessing the market. “The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year,...

November 29, 2016 in Evidence-Based Investing, Investing
As Nobel laureate Eugene Fama once said, “Investment theory simplifies things that are otherwise shrouded in mystery and confusion.” We couldn’t agree more … but sustaining that level of simplification is a way of life, not a one-time task. That’s why we regularly attend educational forums that allow us to expand our knowledge base and sharpen our critical thinking. In fact, as members of National Association of Personal Financial Advisors (NAPFA),...

October 4, 2016 in Family Money, Financial Life Planning, SageBroadview News
In last week’s post, “And Then There Was Avery Grace,” our Wealth Manager and new father Chris Annello shared some of the wealth planning initiatives he and his wife are prioritizing during their first year as new parents to their daughter Avery Grace. This week, we bring you “Grampy” Larry Annello’s perspective on the same. The Doting Grandfather: Larry When Chris and Lindsay first told us about the expected arrival of Avery...

October 3, 2016 in Dimensional, Investing
October 2016 Presidential Elections and the Stock Market Over the long run, the market has provided substantial returns regardless of who controlled the executive branch. Making investment decisions based on the outcome of presidential elections is unlikely to result in reliable excess returns for investors. At best, any positive outcome will likely be the result of random luck. At worst, it can lead to costly mistakes. To Read More: OPEN PDF ...

September 28, 2016 in Family Money, Financial Life Planning, SageBroadview News
What better way to continue our back-to-school blogging season than by introducing our newest (and most precious) student of life and SAGEbroadview star, Avery Grace Annello? Born last May to our Wealth Manager Chris Annello and his wife Lindsay, Avery fast became the light of their life, as well as “Grampy” Larry Annello’s favorite photographic study. (Sorry, Colbie, you’re still cute too.) That said, tiny babies represent big changes to any family’s...