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August 2, 2014 in Evidence-Based Investing, Evidence-Based Investment Insights Series, Investing
As we introduced in our last post, we’ve obtained the rights to share what we feel is an excellent series of articles: Evidence-Based Investment Insights. Here is the fourth in this seven-part series.In our last piece, “Ignoring the Siren Song of Daily Market Pricing,” we explored how price-setting occurs in capital markets, and why investors should avoid reacting to breaking news. The cost and competition hurdles are just too tall....

July 29, 2014 in Evidence-Based Investing, Evidence-Based Investment Insights Series, Investing
As we introduced in our last post, we’ve obtained the rights to share what we feel is an excellent series of articles: Evidence-Based Investment Insights. Here is the third in this seven-part series. In our last piece, “You, the Market and the Prices You Pay,” we explored how group intelligence governs relatively efficient markets in an imperfect world. Today, let’s look at how prices are set moving forward. This, too, helps...

July 23, 2014 in Evidence-Based Investing, Evidence-Based Investment Insights Series, Investing
As we introduced in our last post, we’ve obtained the rights to share what we feel is an excellent series of articles: Evidence-Based Investment Insights. Here is the second in this seven-part series.When it comes to investing (or anything in life worth doing well) it helps to know what you’re facing. In this case, that’s “the market.” How do you achieve every investor’s dream of buying low and selling high...

July 15, 2014 in Evidence-Based Investing, Evidence-Based Investment Insights Series, Investing
The Summer of Investment Insights One popular episode in the TV series Seinfeld was “The Summer of George,” in which George declares, “I’m going to read a book! From beginning to end. In that order.” As our own summer flies by, we’ve got some similar book-reading to do ourselves. We look forward to reporting our book-reading results to you in a future “What Sheri’s Been Reading” post. In the meantime, as...

June 24, 2014 in Family Money, Insurance, Risk Management, Young Adult Series
My son Dominic is 18 and a high school graduate, as of this week! Knock on wood, he’s had only one near-miss since he began to drive. Only days after receiving his permit, he and his dad were driving to school when a kamikaze deer leaped in front of the car. Devon, his younger brother, was waiting at the school bus stop and witnessed the event. Unfortunately, the deer had...

June 10, 2014 in Business Planning, In The News, SageBroadview News
Complementing our mission to help individuals and families appreciate the wealth of their lives, we were thrilled to be recognized for our recent business development initiatives in the June 2 Financial Advisor magazine feature story, “The Next Level.” The article shares the tale of the January 2014 merger between SAGE Advisory Group and Broadview Financial Planning to form SAGEbroadview Financial Planning. From the outside, we hope we made it look...

June 3, 2014 in Insurance, Risk Management, Young Adult Series
In our last post, “The Ins and Outs of Insurance Coverage,” we described some of the ways an objective advisor can help you select from the wide range of good, bad and occasionally ugly insurance possibilities available. In this post, we share a case study, revised with permission from an original, advisor-oriented piece by Low Load Insurance Services, Inc. "I'm Covered with Group Disability at Work." Really? Look again...

April 29, 2014 in Insurance, Risk Management
Taking a Second Look at Your Current Liability Coverage By Guest Author Rocco Esposito, Esposito Insurance Group Most current standard home, condominium and renters’ insurance policies include liability coverage to protect you against some of life’s usual suspects at home and afield. For example, if a pedestrian slips and falls on your damaged sidewalk, your diseased tree collapses on a neighbor’s garage or your daughter slides into a pedestrian while riding her...

April 8, 2014 in Corporate Executives, Pension, Risk Management
When my husband Dave retired from GE last summer (although he’s hardly kicking back), we faced a number of important decisions, not the least of which was what to do with his pension. Even with my financial credentials, we decided to call in a specialist to help us weigh the choices and considerations. We turned to Mark Maurer, CFP® and his firm Low Load Insurance Services.As it turned out, all...

March 26, 2014 in Expenses, Investing, Money Management, Retirement Planning
Part II: The 403(b) Plan: Pocket Change or Life’s Savings? As touched on in Part 1 of our two-part series on 403(b) plans, “A Call for 403(b) Plan “Higher Education,” it was initially assumed that the 403(b) would serve as a supplement – not a replacement – for participants’ traditional pension plan benefits. This may have made sense in the 1950's when the 403(b) plan was introduced and pension plans ruled...