The Summer of Investment Insights

The Summer of Investment Insights

The Summer of Investment Insights

One popular episode in the TV series Seinfeld was “The Summer of George,” in which George declares, “I’m going to read a book! From beginning to end. In that order.” As our own summer flies by, we’ve got some similar book-reading to do ourselves. We look forward to reporting our book-reading results to you in a future “What Sheri’s Been Reading” post. In the meantime, as a summer break from our custom-written posts, we’ve obtained the rights to share what we feel is an excellent series of articles: Evidence-Based Investment Insights. Our treat and yours, we will be sharing this multi-part series with you from now through August.Of course we remain readily available as always for personal conversations with you about your investment goals – this summer or whenever you’re between good books.

Introducing: Evidence Based Investment Insights

Are you ready to become a better investor – to enhance your understanding of the most important principles that drive the creation of wealth – without it hurting a bit? That’s what Evidence-Based Investment Insights is all about.

Each insight will take only a minute or two of your time to explore one essential concept about investing, with an emphasis on ensuring that evidence, not emotion, guides the way. Before you know it, we’ll have introduced you to a handful of solid principles, based on more than a half-century of peer-reviewed inquiry into how capital markets efficiently and effectively deliver long-term wealth to patient investors.

Don’t worry, unless you specifically ask us about it, we’ll skip the Greek calculations and multi-factor modeling. Instead, we’ll translate each insight into its meaningful essence: the “What’s in it for me?” you need to know, so you can apply the science of investing into your own portfolio.

You see, being a better investor doesn’t mean you must have an advanced degree in financial economics, or that you have to be smarter, faster or luckier than the rest of the market. It means:

  • Knowing and heeding the insights available from those who do have advanced degrees in financial economics
  • Structuring your portfolio so that you’re playing with rather than against the market and its expected returns
  • Avoiding your own most dangerous behaviors – ingrained through eons of evolution – that tempt you to make the worst financial decisions at all the wrong times

Are you ready to become a better investor on these terms? Join us for our next Evidence-Based Investment Insight: “You, the Market and the Prices You Pay.”

Sheri Iannetta Cupo, CFP®, Founding Partner (Retired) & Director
[email protected]

SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.