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June 3, 2015 in Investing, SAGE Reads
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...

May 27, 2015 in SageBroadview News, Young Adult Series
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...

May 26, 2015 in Dimensional, Evidence-Based Investing, 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=""]   ...

May 20, 2015 in Estate Planning, Family Money, Young Adult Series
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...

May 13, 2015 in Dimensional, Evidence-Based Investing, Investing
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...

May 11, 2015 in In The News, Investing
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 ...

May 4, 2015 in Family Money, Financial Life Planning, Gratitude, Insurance, Mindful living
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....

May 4, 2015 in In The News, Retirement Planning, Tax Management
NJMoneyHelp.com asked for Sheri Cupo’s advice  for their readers in “What’s better? A SEP-IRA or a Solo 401(k)?” The question was: “ I’m self-employed. How do I decide on the right retirement account: a SEP-IRA, or a Solo 401(k) or a regular IRA?” Read the answer here: NJMoneyHelp.com ...

April 28, 2015 in Investing
If you haven’t noticed, we’ve been on a blog roll lately, explaining common mishaps investors face when assessing how their investments are performing in ever-turbulent markets. We’ve covered Time-Weighted vs. Internal Rates of Return and Confusing Cost Basis with Fund Performance. Today, we’ve got one more area to explore: Comparing your returns to popular benchmarks such as the Dow Jones Industrial Average (DJIA) or the S&P 500 indexes. Compared to What? “How...

April 21, 2015 in Investing, Tax Management
In our last post, we introduced two investment terms that are a little more technical than we normally prefer, but worth knowing when you want to accurately measure your portfolio’s performance:  Time-Weighted Rate of Return (TWR) and Internal Rate of Return (IRR). Since calculating rates of return and portfolio performance requires complex formulas and computer software that may not be readily available, we often see investors turning to an investment’s cost basis...