[caption id="attachment_4445" align="aligncenter" width="500"] SAGEbroadview: Achieving Harmony & Balance[/caption] Part III: Additional Notes on Financial Harmony In Part I of our three-part series on managing held-away accounts, we described the important role retirement plans play in your life, as they are often among the biggest building blocks...

[caption id="attachment_4428" align="aligncenter" width="450"] SAGEbroadview: Achieving Financial Harmony[/caption] Part II: From Hodge-Podge Investing to Financial Harmony In our last blog post, we introduced the concept of organizing the building blocks of your household assets under the unified oversight of a financial professional. These include your primary...

[caption id="attachment_4396" align="aligncenter" width="500"] SAGEbroadview: Most families could use a financial “general contractor” to organize the building blocks in their lives.[/caption] Part I: Building Blocks for Your Life’s Goals Building your dream home involves countless moving parts: architectural blueprints, plumbing and electric, interior design, landscaping, city permits...

[caption id="attachment_4369" align="aligncenter" width="450"] SAGEbroadview: The role of real estate in your portfolio.[/caption] Depending on your unique risk tolerances and financial goals, there are times it can make sense to allocate a percentage of your portfolio to real estate investments. But there’s real estate, and then...

[caption id="attachment_4332" align="aligncenter" width="500"] SAGEbroadview:Gold: Better for the jewelry box or the Olympics.[/caption] As Valentine’s Day nears, it seems like as good a time as any to cover the frequently asked question about whether gold has an appropriate place in your investment portfolio. We’ve got nothing...