SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | December 22, 2021

Businesses, Stock Markets & the Economy

Why a Stock Peak Isn’t a Cliff (Dimensional)

“Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out that the average returns for the S&P 500 Index one, three, and five years after a new market high are similar to the average returns for the index over any one-, three-, or five-year period.”

Source: Dimensional

Your Finances & other Wealth Management links

A Guide to Holiday Tipping This Year. “Who should be on your list — from babysitters to deliverers to restaurant servers — and the typical size of the gift.” (The New York Times)

The Environment & ESG (Environmental, Social & Governance) Investing

How Birds Survive The Cold: Feathers + Food = Warmth (The Cornell Lab)

Watch-> Lunchtime Tour: December Garden Glory (Scott Arboretum)

“Take your lunch break virtually by exploring beauty of the winter garden. Garden Supervisor Adam Glas discusses great plants for your winter garden and how to take cuttings for your festive decorating needs.”

Your Physical & Mental Well-being

A useful new tool to help you pick a place to live (Get Rich Slowly)

What Happens if You Test Positive While Traveling? “In the midst of the holiday season, the Omicron variant has many considering the prospects of getting stuck while traveling. Here’s what you need to know.” (The New York Times)

New TSA PreCheck Scam Seeks to Collect Your Personal and Credit Card Details (KnowBe4)

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.