Whether or not the weather is entirely on board with the program, the calendar never lies: Spring has sprung! As we prepare to shed a layer or more of winter-wear, let’s take a moment to peel back the layers of your busy life as well: Do your financial plans include making time for some playtime? The subject may seem lighthearted, but I’m very serious about this. It’s a question we pose...

With his worth estimated at around $40 billion (as of mid-February), at least as measured in dollars, Michael Bloomberg is among the most successful people alive. How does this sort of success happen? It’s unlikely there is a single recipe for amassing billions. (And personally, we’d be okay with, say, a mere $500 million to our name.) But this recent post by Gillian Zoe Segal describes seven traits that successful people...

Still Going Global We’ve said it before and we’ll no doubt say it again. In fact, because it’s so important, we dedicated one of last summer’s Investment Basics Series installments to global diversification, “your super power to help you manage that market risk by spreading it around, widely and globally.” In this year’s markets, the message bears repeating so disparate global returns don’t tempt you to concentrate your holdings too close to home....

As we mentioned in a recent post, Taking a Twitter Tonic,  it’s important to be selective about the financial news you choose to peruse. That said, there are islands of sensible advice out there as well. We try to share as many of them as we can in our own blog and social media posts. We also are honored when we are invited to participate in useful forums like Fund...

Normally, we love to crank out fresh weekly blog posts, just as we’ve been doing since August 2012. That was before Sage and Broadview had even joined forces to become the unified firm we are today. One of our earlier posts from March 2013 happens to be an important one, on a subject that doesn’t receive as much coverage as it should: What should you do when Restricted Stock Units...

To counteract some of the stress that the markets have been putting us through lately, we’d like to share a short, upbeat tale with you about risks and expected rewards. "Once upon a time in 1981, there were two young men in Brooklyn who created a fund management company based on a set of ideas that were “bigger than the firm itself.” Its funds would be new and groundbreaking, but they...

Fund Reference recently featured some of Sheri's tips in their 101 Investing Insights From the Experts article.  Here is a sample: "If you’re feeling fear or panic to threatening news, it’s okay to feel that way; just don’t let it overrule your common sense. The best cure for panic is a healthy dose of planning. If you already have an investment plan in place, stick with it — depend on it...

January 20, 2016 Down To The Wire: A Vanishing Value Premium? By Weston Wellington Vice President Dimensional Fund Advisors " Value stocks underperformed growth stocks by a material margin in the US last year.  However,the magnitude and duration of the recent negative value premium are not unprecedented.  This column reviews a previous period when challenging performance caused many to question the benefits of value investing. The subsequent results serve as a reminder about the importance of discipline." To read more:...

When Ponce de Leon was searching for the Fountain of Youth, he may have been better off looking closer to home by exploring his own, inner attitudes. So says the evidence-based research on how to improve on our stamina as we age. In fact, we couldn’t help but notice a number of uncanny parallels between our advice about sound investing and the following, evidence-based excerpts from a recent Wall Street Journal...