On January, 13  Nasdaq published Sheri's piece Avoiding Tax Scams. The article tells/warns you how to avoid tax scammers that call your house and try to get your personal info. "While the Internal Revenue Service may not be your favorite federal agency, criminals posing as IRS representatives are unquestionably the much bigger problem. Here's what to know to protect yourself." Visit here to read the rest of the article  ...

“How am I doing so far?” is a fair question every investor asks. Our human nature tempts us to compare our performance numbers with the benchmarks the popular press reports on, such as the Dow Jones Industrial Average, the Standard & Poor’s 500 and the Nasdaq Composite index. Inappropriate comparisons can cause more harm than good if they tempt you to bail on an otherwise solid approach. See what Sheri has to...

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...

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...