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April 18, 2017 in Evidence-Based Investing, Investing
We all have our symbolic security blankets, right? Mine is Madeleine L’Engle’s “Wrinkle in Time.” I first read it when I was a young adult, shortly after it became a Newbery Medal winner and I was still the book’s target audience. It was such a bull’s eye that I continue to revisit it every few years, wrapping myself up in its satisfying triumph of good over evil. For investors, one of...

March 29, 2017 in 1MinChart Series, Economics
Today we share a series of charts on trade deficits.   Reminder: These charts come to us compliments of independent economist Fritz Meyer, a seasoned economic and markets analyst whose insights appear regularly on CNBC, Bloomberg TV and the Fox Business Network.  Here is what Fritz has to say about trade deficits: … A trade deficit isn’t a debt that must be repaid. It is often a sign of economic prosperity. … It means...

March 15, 2017 in SAGE Reads
A curated list for your reading pleasure -- some light-hearted articles, some that are thought-provoking, and some of a more practical nature: This Bull Market Isn't as Old as Some Seem to Think (BloombergView) “Why is this important? Understanding how old a bull market is may very likely affect your expectations of future returns, your risk appetite, even your investment allocations. Misunderstanding when a bull market began is potentially a...

March 7, 2017 in Dimensional, Evidence-Based Investing, Investing
Here’s a trick question: When does 5,000 = 3,600? The answer is: when you’re counting how many companies the Wilshire 5000 Total Market Index is actually tracking these days. The name suggests there are at least 5,000 publicly traded, U.S.-listed companies in the total market, but that number has been shrinking for a couple decades. That’s one of several fascinating insights shared in a recent report from our friends at Dimensional...

February 21, 2017 in Dimensional, Investing
FEBRUARY 17, 2017 Investment Shock Absorbers JIM PARKER, VICE PRESIDENT Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions. TO READ MORE: OPEN PDF ARTICLE ...

February 8, 2017 in SageBroadview News
Whenever the world rings in a new year, we are privileged to reach another milestone that, in our opinion, seems almost as worthy of global celebration. Happy third birthday to us! On January 1, 2014, SAGE Advisory Group of Morristown, NJ and Broadview Financial Planning of Farmington, CT merged and became (drumroll from Devon please …) SAGEbroadview Financial Planning. Combining two seasoned teams scattered across multiple states into one cohesive group...

January 31, 2017 in Mindful living, SAGE Reads
  I don’t know about you, but I’m a fast reader and I can barely keep up with the news these days. I start each morning reading from a variety of national and local media outlets (and support each one with paid subscriptions which I feel is vitally important) then try to do some deeper dives into policies and issues. And I nearly always spend at least thirty minutes before I...

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....