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June 3, 2019 in SageBroadview News, Young Adult Series by
  Forget Game of Thrones and Avengers: Endgame; this summer’s blockbuster is at SAGEbroadview, where we are pleased to employ another summer intern who’s hot on the path to becoming a financial planner. Danny Lester graduated from Farmington (CT) High School in 2016, just completed his bachelor’s in finance from Boston’s  Bentley University (in only three years - thank you, AP credits!), was an RA for two of those years, and will...

June 3, 2019 in SageBroadview News, Young Adult Series by
  Forget Game of Thrones and Avengers: Endgame; this summer’s blockbuster is at SAGEbroadview, where we are pleased to employ another summer intern who’s hot on the path to becoming a financial planner. Danny Lester graduated from Farmington (CT) High School in 2016, just completed his bachelor’s in finance from Boston’s Bentley University (in only three years – thank you, AP credits!), was an RA for two of those years, and will...

October 3, 2018 in Investing, Young Adult Series by
Generation Fret  1. Psychic Trauma (The Reformed Broker, 9/10/2018) “…our experience during formative years in the market can have a tendency to shape our attitudes, biases and prejudices forever. If your first ten years investing in the stock market ran from 2000 to 2009, then you watched two 50% crashes for the S&P 500, a lost decade in which the index gained 0% while the cost of living rose, a government bailout of...

September 4, 2018 in Insurance, Investing, Young Adult Series by
The financial crisis has shaken young people’s faith in capitalism A (financial) crisis of faith (John Paul Rollert, Chicago Booth Review, 8/10/2018) “A spring 2016 poll from Harvard University’s Institute of Politics finds that only 19 percent of Americans between the ages of 18 and 29 identified themselves as capitalists, and 51 percent of those surveyed said they did not support capitalism. Similarly, a YouGov poll commissioned late last fall finds...

July 17, 2018 in Investing, Tax Management, Young Adult Series by
No, we are not in a 9-year-old bull market 1. Currently some clients, and pundits, are voicing concerns about the longevity of the current bull market. In the September 2017 article “No, This Is Not the Second Longest Bull Market Ever”, Barry Ritholtz and Michael Batnick laid out the case that the period running from mid-2015 to early 2016 "absolutely was a bear market." Barry also explains how he measures...

May 9, 2018 in Investing, Mindful living, Young Adult Series by
The price of financial illiteracy is steep In Magna Cum Lousy, Tony Isola laments that we are failing our children by not educating them about personal finance. “Imagine: you give a teenager access to car keys when they have never driven a car or taken Driver’s Education.  You simply tell them to drive carefully and you hope for the best. That would be setting them up for failure, and yet, we do...

October 11, 2017 in Corporate Executives, Insurance, Risk Management, Young Adult Series by
Sheri’s take: As this year’s open enrollment period goes into full swing, you and your family can use the opportunity to not only review your healthcare coverage, but also to take a fresh look at life and disability insurance coverage available to you. Last week, we were pleased to share an insightful guest post on group and individual life insurance considerations, compliments of Mark Maurer, CFP®, MBA, president and CEO...

October 3, 2017 in Corporate Executives, Insurance, Risk Management, Young Adult Series by
Sheri’s take: There’s strength in numbers, especially in having a number of well-informed alliances to supplement our own financial know-how. Mark Maurer, CFP®, MBA, president and CEO of LLIS is one such alliance we’ve long maintained – because protecting the wealth you’ve already got against life’s many risks is essential to your total wealth interests. Thanks to Mark and his LLIS team for sharing this guest commentary on insurance coverage worth...

May 22, 2017 in Family Money, Investing, Young Adult Series by
If there’s an investment instrument that has withstood the test of time, it’s the good, old U.S. savings bond. Since their 1935 debut under “New Deal” President Franklin D. Roosevelt, they’ve never been known for their get-rich glamour. But to this day, investors still turn to them when appropriate. When do savings bonds still make sense, and what are best practices for managing them these days? The Enduring U.S. Savings Bond As...

May 15, 2017 in Budgets, Expenses, Family Money, Young Adult Series by
Okay, I know budgeting is rarely fun for anyone, but it can be especially hard on young adults. You’ve just wrapped up your formal education and received your first decent paycheck – way more than you’ve been earning between classes. What’s a common reaction? “I deserve a shopping spree!” Meantime, the necessary expenses add up too: food, clothing and shelter for today and tomorrow. You get to the end of...