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DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q2 2019)
Can You Depend on the Markets? It Depends on Your Perspective. Do capital markets deliver dependable returns to investors? Or is it mostly a matter of luck? Yes, to both – depending on your perspective. As you can see in Dimensional Fund Advisors’ current Quarterly Market Review, this quarter’s global market performance progressed in a relatively quiet, orderly fashion – despite plenty of reasons it could have gone otherwise. In that respect,...
3 Things – with a Youthful Sage Twist
David’s take: In our last post, we introduced you to our newest team member, summer intern Danny Lester. Danny’s already got a solid background in personal finance, so we asked him to review our SAGEbroadview blog and identify a handful of prior posts that particularly piqued his interest. In a twist on our usual “3 Things” series, we share Danny’s comments on his three top picks, mined from the SBV...
Summer Intern 2019: Danny Lester
Forget Game of Thrones and Avengers: Endgame; this summer’s blockbuster is at SAGEbroadview, where we are pleased to employ another summer intern who’s hot on the path to becoming a financial planner. Danny Lester graduated from Farmington (CT) High School in 2016, just completed his bachelor’s in finance from Boston’s Bentley University (in only three years - thank you, AP credits!), was an RA for two of those years, and will...
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q1 2019)
April 18, 2019 Ideal vs. Imaginary Investing “There’s one robust new idea in finance that has investment implications maybe every 10 or 15 years, but there’s a marketing idea every week.” – Nobel Laureate Eugene Fama Nobel laureate and Dimensional Fund Advisors board member Eugene Fama has offered an abundance of quotable insights during the 50+ years he’s been studying financial economics. The quote above is one of our favorites – and as fitting as ever as...
3 Things: Don’t look at your portfolio, say no to themed funds, and dealing with market pullbacks
Don’t look at your portfolio – and here is why 1. How to Improve Your Risk-Adjusted Returns (The Irrelevant Investor, 4/11/2019) “The more you look at your portfolio, the more likely you are to see red, and the more likely you are to see red, the more likely you are to do something you will regret later. This can be seen clearly in the GIF below, courtesy of Nick Maggiulli.” Graphic Courtesy...
3 Things: How to be happier, read more, and why you should start meditating
April 10, 2019
in Mindful living
Bill Gates does 4 simple things to be happier
1. Bill Gates says he’s happier at 63 than he was at 25 because he does 4 simple things (Business Insider, 3/12/2019)
1) Follow through on your commitments.
2) Have a mindset of giving.
3) Treat your body like a sacred temple.
4) Put family first.
How to read more
2. Read more books: how to get started (Abnormal Returns, 4/4/2019)
• Don’t finish a book if you don’t like it
• Have a book handy on your phone
• Read books you love
Meditating...
3 Things: Really Cool Infographics
April 2, 2019
in Articles
Big Five tech companies are bigger than Saudi Arabia’s entire economy
1. How Tech Giants Make Their Billions (Visual Capitalist, 3/29/2019)
Source: Annual Reports Filing 2018 - Visual Capitalist
Visualizing the world’s population
2. The World’s 7.5 Billion People, in One Chart (Visual Capitalist, 3/28/2019)
Graphic from The Visual Capitalist
Technological advances that are pushing the boundaries of modern healthcare
3. Visualizing the Healthtech Revolution (Visual Capitalist, 3/26/2019)
Graphic from The Visual Capitalist
SAGE Serendipity:...
3 Things: The Lost Decade, Amazon & the Traditional Supermarket, and Spam Is Taking Over Our Phones
Diversification is a strategy designed to help you avoid unnecessary mistakes 1. The Easiest Decade for DIY Investors (The Belle Curve, 3/17/2019) "Do you remember all the hoopla about “The Lost Decade” for US stocks? Over a ten-year period the S&P 500 had a negative return. That is a very long time to be down in stocks. But what rarely gets mentioned is that investing in different types of stocks provided positive...