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SBV In The News: Why Benchmarks Don’t Matter
“How am I doing so far?” is a fair question every investor asks. Our human nature tempts us to compare our performance numbers with the benchmarks the popular press reports on, such as the Dow Jones Industrial Average, the Standard & Poor’s 500 and the Nasdaq Composite index. Inappropriate comparisons can cause more harm than good if they tempt you to bail on an otherwise solid approach. See what Sheri has to...
What Sheri’s Been Reading: June 2015 Edition
Can your portfolio survive rising interest rates? (Fortune) It’s the question that everyone has been asking. Here’s a guide to whether your portfolio will be able to withstand the coming rate hike cycle, whether it begins this fall or sometime in early 2016. (Hint: You should be fine as long as you are properly diversified.) The 5 Rules of Personal Finance That Everyone Should Memorize (themuse) “Most people spend their 20s...
SageBroadview Welcomes Our First Summer Interns
Should a boutique firm like SageBroadview take on student interns? It’s a question we posed to ourselves a while back. After weighing the considerations for our clients, ourselves and our would-be interns, it became clear that the answer was YES, we should. We love educating – not only ourselves and our clients – but those who represent the future of our profession. That said, Chris Annello, who is overseeing our internship...
Article by Dimensional Fund Advisors: Outside The Flags – Gravel Road Investing
May 2015 Gravel Road Investing [column col="1/4"][/column] [column col="3/4"] By Jim Parker Vice President DFA Australia Limited “ Owners of all-purpose motor vehicles often appreciate their cars most when they leave smooth city freeways for rough gravel country roads. In investment, highly diversified portfolios can provide similar reassurance. " To read more: OPEN PDF[/column][divider scroll_text=""] ...
Sage Advice Worth Repeating to BOTH of My Adult Children
It’s official. Last week, my days as a legal guardian came to an end when my younger son Devon celebrated his 18th birthday. Any parent can relate to my need for some extra oxygen just to share this news, let alone believe it myself. It’s also hard to accept that it’s been 19 months since my eldest son already reached adulthood. At the time, I used the milestone to remind...
Advice That’s Worth the Price
Have you ever noticed that the best humor usually has an edgy element of truth to it? Take, for example, this StockCats “Headline Generator” spoof on the commentary that floods our sensibilities every time the market moves a whisker. Admittedly, we financial professionals may be hard up for humor, but I got a good belly laugh out of their creative spin on what (sadly) often passes for intelligent observations. So, yes, there is an abundance...
SBV In The News: What is dollar cost averaging?
NJMoneyHelp.com asked Sheri Cupo to answer a reader's question: “What is dollar cost averaging? I’ve heard it’s a good way to invest so I don’t have to worry about the ups and downs of the stock market. Will it protect my money?” Read the answer here: NJMoneyHelp.com ...
Reflections on our May 4th Seven-Year Anniversary
Long-time readers of the SageBroadview Blog are already familiar with my story but permit me a moment to fill in our new readers. On May 4th, 2008 (just as the Great Recession got under way!) my family and I were in a serious car accident. My husband and two sons were banged up but otherwise fine; I had multiple abrasions and contusions and my neck was fractured in two places....