SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | January 12, 2022

Businesses, Stock Markets & the Economy

As Much of 2021 that Fits on One Page. 2021 was an extraordinary year in many ways. While unlikely that any single chart could convey what investors experienced, Avantis has assembled a few data points and headlines for a trip down memory lane. (PDF)

Underestimate the U.S. Economy at Your Own Risk (Ben Carlson)

“Unfortunately, after diversifying and creating a plan that fits within your risk profile and time horizon, you have to take a leap of faith, accept the inherent uncertainty in the future and then follow your plan come hell or high water.

At a certain point, you have to have some faith that things are going to be better in the future.”

Your Finances & other Wealth Management links

Keeping a home improvement projects to-do list (J.D. ROTH)

“Home maintenance and home improvement can certainly be a headache at times, but I’ve found that the pain can be mitigated by (a) keeping an updated list of home projects and (b) regularly plugging away at the list — even if doing so in an unorganized fashion.”

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

Top Bird Photography Tips from Melissa Groo (The Cornell Lab of Ornithology)

Your Physical & Mental Well-being

How to get your At-Home Over-The-Counter COVID-19 Test for Free (CMS.gov)

This Week’s Serendipity

‘Jeopardy!’ Keeps Seeing Winning Streaks. Champions Ponder Why. “Amy Schneider isn’t the only one on a roll. Just a dozen players have won 10 or more games, half of those in the past five years, and a quarter in this season alone.” (The New York Times)

Sheri Iannetta Cupo, CFP®
[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.