SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | February 24, 2021

Businesses, Stock Markets & the Economy

12 Things I Remind Myself When Markets Go Crazy (Ben Carlson, CFA)

Why Valuations Probably Won’t Matter For a While (Ben Carlson, CFA)

Your Finances & other Wealth Management links

Here’s What You Need To Know About Your RMDs (Abacus)

Having an advisor help you manage your portfolio does not constitute ‘giving up.’ (

How to write your own ‘legacy letter.’ (

Visualizing Net Worth by Age in America (Visual Capitalist)

American Family Net Worth by Age

The Briefing

  • The age group with the highest average net worth in the U.S. is the 65-74 group, with $1.22 million in 2019 dollars.
  • There is a significant gap between median and mean (average) net worth in nearly every age category, suggesting that mean values are skewed upwards by outliers.


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

Made in Bangladesh’ may soon mean your clothing is much more sustainable. “Fast-fashion brands, from H&M to Target, are investing in recycling systems in Bangladesh, the second-largest garment manufacturer in the world.” (Fast Company)

How Does Bill Gates Plan To Solve The Climate Crisis? (3 Quarks Daily)


COVID-19 & Your Health

Excerpts from: Coronavirus links: the eye of a hurricane


Your Physical & Mental Well-being

What Our Food Reporters and Editors Make When They’re Too Tired to Cook. (The New York Times)

Use these 3 solid answers next time someone asks: ‘Tell me about yourself’ “A public speaking coach says the best thing about this open-ended question is the opportunity it offers.” (Fast Company)

This Week’s Serendipity

How mRNA works…for Star Wars fans. (

click the image to see the entire comic

Mrna Star Wars Comic

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.