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Dimensional Advisors: Getting to the Point of a Point
How Does The Dow Relate To Your Portfolio? March 2019 While the Dow and other indices are frequently interpreted as indicators of broader stock market performance, the stocks composing these indices may not be representative of an investor’s total portfolio. For context, the MSCI All Country World Investable Market Index (MSCI ACWI IMI) covers just over 8,700 large, mid, and small cap stocks in 23 developed and 24 emerging markets countries with...
Announcing a Fresh New Look for the SAGEbroadview Website
March 11, 2019
in SageBroadview News
To better reflect what’s fresh as well as what’s familiar about us, SAGEbroadview is delighted to share our redesigned website with you. We hope you find the modern design, color palette and photos better convey our firm’s personality and services, as well as our company’s evolution from January 2014 when Larry and I merged our firms.
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Quickly navigate where you need to go — You will find links to Secure Document...
3 Things: “I Don’t Care”, U.S. Jobs Visual, and an Index Card for Young Adults
“I don’t know and don’t care because it doesn’t matter to what I’m doing.” 1. Not Caring: A Unique and Powerful Skill (Morgan Housel, 2/28/2019) A rule of thumb is to prefer the strategy that’s likely to get you closest to your goal with the fewest number of decisions needed along the way. Figure out what you can control and obsess over it. Identify what doesn’t matter and ignore it. Determine what you’re incapable of...
3 Things: How We Think About Money, Hating Email, and Resting Your Brain (plus the cutest dog)
The evolution of how we think about money. Where are you on this journey? 1. Out of the Swamp (Humble Dollar, 2/16/2019) We can measure our financial progress by the size of our net worth. But that’s hardly the only gauge. Equally important, I’d argue, is the evolution in how we think about money—and how we use it to improve our lives. What does this journey look like? I picture it as having five...
The Geometry of Wealth: How to shape a life of money and meaning
The Geometry of Wealth: How to shape a life of money and meaning Last night I finished reading The Geometry of Wealth and wanted to share a few choice excerpts from this thoughtful book by behavioral finance expert Brian Portnoy. A description of the book: How does money figure into a happy life? In The Geometry of Wealth, behavioral finance expert Brian Portnoy delivers an inspired answer, building on the critical distinction between being...
3 Things: Tax Refunds, Higher Cost of Women’s Auto Insurance, and Higher-Earning Savings Accounts
Shrinking Tax Refunds 1. The U.S. Cut Taxes. Why Will Fewer Folks Get Refunds? (Washington Post, 2/10/2019) This article has Q&A taking you through the reasons why. Hint: Some of the explanation is because of changes to the tax code, but also because less taxes were withheld from employee paychecks than in prior years due to changes in the withholding tables, and in the lower rate withheld from bonuses and employee stock compensation...
Dimensional Perspectives: Déjà Vu All Over Again
Déjà Vu All Over Again February 2019 Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Copyright ©2019 Dimensional Fund Advisors from Dimensional Perspectives Blog Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic...
Dimensional Perspectives: Key Questions for Long-Term Investors
Today we’re taking you to visit Dimensional’s blog, “Dimensional Perspectives,” and specifically their article titled “Key Questions for Long-Term Investors.” Key Questions for Long-Term Investors “Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While...