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December 11, 2018 in Dimensional, Evidence-Based Investing, Investing by
Why Should You Diversify? December, 2018 When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. For more, visit this week's Dimensional Post Why Should You Diversify or click here for a PDF version. Click image to enlarge SAGE Serendipity: The "Best of 2018" lists are coming out.  Here we've curated a list of lists; a place to start and maybe pick-up...

December 5, 2018 in Identity Theft, Technology by
As we covered in our last post, one of the best ways to avoid falling prey to cybercriminals is to “think before you click” within incoming emails, to avoid reacting to an increasing abundance of phishing scams arriving in your inbox. Once you’re in the habit of watching for suspicious subject lines before even opening an email, how can you further differentiate legitimate queries from phishing most foul? BE ON HIGH ALERT...

November 28, 2018 in Identity Theft, Mindful living, Technology by
As it turns out, a timeless technique for managing your temper is equally excellent advice for safeguarding your online security in today’s fast-paced world. Just as we’re advised to “count to ten” in the heat of an argument, it’s increasingly imperative to “think before you click” on incoming emails, to avoid falling for email phishing scams on the rise. After all, we’re all human; none of us is immune from occasionally...

November 20, 2018 in Behavior/Psychology, Mindful living, Technology by
We are trapped in the “Never-Ending Now,” consuming only social media content created within the last 24 hours 1.  The Never-Ending Now (David Perell, 11/13/2018) “You are what you consume. End of story. Here’s Tim Wu writing in The Attention Merchants: ‘Any and all information that one consumes—pays attention to—will have some influence
 As William James observed, we must reflect that, when we reach the end of our days, our life experience will equal what we have...

November 13, 2018 in Investing by
Three incredible time lapses to watch on past and future trends 1. Trends & Time Lapses (A Wealth of Common Sense, Ben Carlson, 11/11/2018) Forward-looking population distribution in the U.S. How stock market valuations have changed by country since 2007 The change in the top 10 countries by GDP every year from 1960 to 2017 ‘Buy and Hold’ (and Rebalance) is still your best bet – here’s why  2. Why You Should Stick With ‘Buy and...

November 2, 2018 in Dimensional, Investing by
Midterm Elections—What Do They Mean for Markets? NOVEMBER 01, 2018 For the upcoming midterms, commentators are likely to offer opinions on who will win and what impact the vote will have on markets. Looking at returns since 1926 shows that months when midterm elections took place did not tend to have returns that different than any other month. OPEN PDF: Midterm Elections—What Do They Mean for Markets SAGE Serendipity: If you don't need the latest...

October 29, 2018 in Investing, Real Estate, SAGE Reads by
Investing Stuff: A Matter of Perspective (Sam Ro, Managing Editor of @YahooFinance) Same chart, two lenses pic.twitter.com/JfoOyRF1VI — Sam Ro (@bySamRo) October 26, 2018   The Psychology of Sitting in Cash, Part Deux (A Wealth of Common Sense, Ben Carlson, 10/28/2018) Some considerations for those who are sitting on a big pile of cash or are thinking about raising cash now that we’re in the midst of another correction.  Calendar Years are Arbitrary (The Belle Curve, Blair Duquesnay,...

October 23, 2018 in SageBroadview News, Women in Finance by
Please join us in welcoming Karina SalĂ©s to the role of Associate Adviser with SAGEbroadview. She will be physically located in our Morristown, NJ office but will travel to our Farmington, CT and Burlington, MA offices as needed. She is already busy assisting us with the array of financial planning support services that are essential to our personalized client care. If you’re in the neighborhood, feel free to stop by...

October 16, 2018 in Behavior/Psychology, Investing by
The market meltdown everyone saw coming 1.  Explaining the Correction with Perfect Hindsight (Barry Ritholtz, 10/15/2018) “We interrupt this regularly scheduled correction to bring you an after the fact narrative explaining in great detail and with utter certainty what just occurred in the markets, and why.”  A bright side to last week’s pain  2.  Who Benefits From a Market Correction? (A Wealth of Common Sense, Ben Carlson, 10/12/2018) “The swift market sell-off we’ve experienced this week is painful for anyone in...

October 10, 2018 in Dimensional, Evidence-Based Investing, Investing by
Are you speed-dating or in an ideal marriage with your investment portfolio? As Dimensional Fund Advisors’ Quarterly Market Review reveals on its summary page, investors have much to appreciate this quarter, with positive returns from U.S. and international developed stocks. Still, “appreciation” is relative; there’s always some asset class outperforming its counterparts – and some underperforming. So, let’s address a question I’ve been hearing: “My globally diversified portfolio has been underperforming the...