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09 Dec Your Investment Policy Statement: Put It in Writing

Posted at 21:15h in Advisor Role, Investing, Money Management

In our previous post, “How to Hold a Financial Fire Drill,” we discussed the importance of understanding your true risk tolerance and routinely practicing how it applies to your investment plans. That way, when market risks arise for real, you’ll be less likely to abandon...

13 Oct What Sheri’s Been Reading… “The US Stock Market Has Stopped Going Straight Up…Now What” Special Edition

Posted at 22:54h in Investing, SAGE Reads

I will be in Austin, TX this week attending a Dimensional Fund Advisors Conference. Speakers include their Co-Chief Investment Officers, Eduardo Repetto and Gerard O-Reilly (both rocket scientists, really!) as well as Portfolio Managers and other brilliant people. While I’m away, I wanted to leave...

05 Mar Managing Held-Away Retirement Plans and Annuity Accounts: Part II

Posted at 08:13h in Family Money, Investing, Money Management, Tax Management

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 investment portfolio as well as held-away accounts...

10 Jul Enjoy a Summer Read: The Investment Answer

Posted at 06:52h in Investing, SAGE Reads, Young Adult Series

In my June 19th blog post, “An Admirable Addiction,” I described the benefits of being a devoted reader. While I shamelessly let stacks of books vie for my attention all at once, you may prefer to save yourself for one good read at a time....

13 Mar How Do You Spell “Vested RSU”? We Say: S-E-L-L

Posted at 08:26h in Company Stock Plans, Corporate Executives, Investing, Restricted Stock, Stock Options, Tax Management

Especially when it comes to company stock plans, acronyms abound. Someday, I’m going to invent a secret decoder ring that translates each one into something approaching English. I’ll make a bazillion dollars and retire. In the meantime, let’s decode one important acronym that can sometimes...

10 May Models vs. Reality, Indexes vs. Investing Part I: What’s in an Index?

Posted at 18:55h in Investing, Research

In recent posts (part I and part II), we covered some of the ways people try to determine how their investments have been doing, and how mismatched measures can generate misguided views. Determining your portfolio’s Time-Weighted Rate of Return (TWR) is one way to reach...

12 Apr You and Your Investments: How Are You Doing? Part I: Coveting Your Neighbors’ Returns

Posted at 17:44h in Evidence-Based Investing, Investing

Part I: Coveting Your Neighbors’ Returns It’s ironic. One of the biggest questions we ask ourselves as investors is: “How am I doing?” While the question is a good one, if the answers are off-base, you risk changing course when you should be sitting tight,...

15 Sep Our Puppy Colbie and the Markets: Lessons in Patience and Persistence

Posted at 10:15h in Investing, SageBroadview News

This blog post was authored by SAGEbroadview Principal, Larry Annello. Recently I had the joy of bringing a new Golden Retriever puppy named Colbie into our home. Stretching the interpretation of the Family Medical Leave Act, I decided to spend a week at home with Colbie...

19 Feb Real Estate to Have and to Hold

Posted at 07:59h in Investing, Real Estate

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 there’s real estate. Do the homes you live in count as investments?...