How to understand COVID-19 numbers. Viewed in isolation or presented without context, coronavirus numbers don’t always give an accurate picture of how the pandemic is being handled. Here, ProPublica journalists Caroline Chen and Ash Ngu offer insight on how to navigate the figures. (ProPublica)
Wearing masks could help you avoid major illness even if you get coronavirus, experts say. (Los Angeles Times)
Cloth face masks still provide a major protective benefit: They...
IRS announces rollover relief for required minimum distributions from retirement accounts that were waived under the CARES Act. Clients, if you have already taken your RMD this year and now want to “put it back” by August 31,2020, please let us know ASAP so we can help you. (IRS)
The Internal Revenue Service announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now...
Healthcare: What Happens Next (Collaborative Fund, Lily Bernicker)
A User’s Guide to Face Masks By now you’ve figured out that wearing a mask is not as simple as all those TV doctors made it look. Here’s our guide to the wear and care of your new mask. (The New York Times, Tara Parker-Pope)
A group of 239 scientists say there’s growing evidence covid-19 is airborne. What does this mean for you? (MIT...
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
Back to School
Higher education may come with a high and increasing price tag, so it makes sense to plan well in advance.
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to...
The MSCI Emerging Markets Index has been negative in 13 of the past 28 calendar years while the S&P 500 Index has only been negative 5 of the past 28 years. Which index had a higher rate of return in this 28 year time period?
If you’re catching on to the tricky questions we’ve been posing in our last post and the one before that you might guess that, despite the considerably higher...
In our last post, we shared the first in a trio of videos illustrating the important insights we can draw from Dimensional Fund Advisors’ Matrix Book of historical returns.
When viewed close up, the data points found in the Matrix Book may look like just an endless array of random numbers. But just as random dots of paint can generate a bigger picture when viewed from a distance, so can individual...
Client Site | Issue Briefs
JUNE 01, 2016
Index Reconstitution: The Price of Tracking
Index funds may be a good option for investors seeking investments with low fees. However, an index fund manager’s strict adherence to an index comes at a cost in the form of reduced discretion around trading.
Read More: OPEN PDF
Sheri was featured in The Wall Street Journal’s MarketWatch article by Charles Passy
“It also helps that they may have specific knowledge and experience that allows them to target a niche clientele — as in former colleagues or just professionals with a similar background. Sheri Iannetta Cupo, a founding principal of SAGE Advisory Group in Morristown, N.J., says that as a former GE employee, she found it frustrating trying to...