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Want Success? Emulate Successful People
With his worth estimated at around $40 billion (as of mid-February), at least as measured in dollars, Michael Bloomberg is among the most successful people alive. How does this sort of success happen? It’s unlikely there is a single recipe for amassing billions. (And personally, we’d be okay with, say, a mere $500 million to our name.) But this recent post by Gillian Zoe Segal describes seven traits that successful people...
What Sheri’s Reading About Reading
March 8, 2016
in SAGE Reads
If there were a 12-step program for weaning someone off of her reading addiction, you’d turn blue in the face if you held your breath waiting for me to enroll in it. In fact, I’ve taken my compulsion one step further from “recovery.” Lately, I’ve been reading a good deal about reading. Here are some highlights.
Why You Should Read 50 Books This Year (And How To Do It) (Fast Company’s...
Dimensional Fund Advisors: Why Should You Diversify?
Still Going Global We’ve said it before and we’ll no doubt say it again. In fact, because it’s so important, we dedicated one of last summer’s Investment Basics Series installments to global diversification, “your super power to help you manage that market risk by spreading it around, widely and globally.” In this year’s markets, the message bears repeating so disparate global returns don’t tempt you to concentrate your holdings too close to home....
Financial Planning with Sage Simplicity
The power of elegant simplicity is certainly nothing new. When explaining the Tao of the universe back in fifth or sixth century BC, Lao Tze is said to have said, “A journey of a thousand [miles] starts with a single step.” But when it comes to financial planning, we have a way of making things complicated, fast. Fortunately, we have noticed a movement afoot to redirect our efforts back toward that...
Sheri’s Best Of “101” Investing Insights
As we mentioned in a recent post, Taking a Twitter Tonic,  it’s important to be selective about the financial news you choose to peruse. That said, there are islands of sensible advice out there as well. We try to share as many of them as we can in our own blog and social media posts. We also are honored when we are invited to participate in useful forums like Fund...
A Restricted Stock Unit (RSU) Review
February 17, 2016
in Company Stock Plans, Corporate Executives, Investing, Restricted Stock, Stock Options, Tax Management
Normally, we love to crank out fresh weekly blog posts, just as we’ve been doing since August 2012. That was before Sage and Broadview had even joined forces to become the unified firm we are today. One of our earlier posts from March 2013 happens to be an important one, on a subject that doesn’t receive as much coverage as it should: What should you do when Restricted Stock Units...
Has Market Mania Got You Down? Take a Twitter Tonic
Didn’t we have enough of this last year? If there’s a silver lining to another winter’s worth of wild weather, it’s that it might be taking our minds off the market’s current squalls. That’s good, because studies have shown that our brains react to scary financial news as if our very lives are at stake, which is usually an ill-advised overreaction. Fortunately, I’ve got some advice on how to remain informed...
What Sheri’s Reading: 2016 Reading Challenge
February 2, 2016
in SAGE Reads
Good news! Since I achieved my 25-book 2015 Reading Challenge with time to spare, I’ve upped the ante, setting my Goodreads 2016 Reading Challenge at 38 books.
Gulp. Fortunately, I’ve got a great source of SAGEbroadview inspiration to help me achieve my lofty goal. Larry’s son and Chris’ younger brother Jeff Annello recently joined Shane Parish at Farnam Street. This is an enviable position indeed, but it’s no doubt a time-consuming...
