SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | June 1, 2022

Businesses, Stock Markets & the Economy

Worried About Stocks? Why Long-Term Investing Is Crucial (David Booth, Executive Chairman and Founder, Dimensional) Excerpt follows:

“Imagine it’s 25 years ago, 1997:

      • J.K. Rowling just published the first Harry Potter book.
      • General Motors is releasing the EV1, an electric car with a range of 60 miles.
      • The internet is in its infancy, Y2K looms, and everyone is worried about the Russian financial crisis.


A stranger offers to tell you what’s going to happen over the course of the next 25 years. Here’s the big question: Would you invest in the stock market knowing the following events were going to happen? And could you stay invested?

      • Asian contagion
      • Russian default
      • Tech collapse
      • 9/11
      • Stocks’ “lost decade”
      • Great Recession
      • Global pandemic
      • Second Russian default


With everything I just mentioned, what would you have done? Gotten into the market? Gotten out? Increased your equity holdings? Decreased them?

Well, let’s look at what happened.

From January of 1997 to December of 2021, the US stock market returned, on average, 9.8% a year.1

  1.  In US dollars. S&P 500 Index annual returns 1997–2021. S&P data © 2022 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.


Is a bear market on the horizon? ‘Just take a breath,’ experts say (Fortune)


Your Finances & other Wealth Management links

When the Best Available Home Is the One You Already Have “The housing market has altered the math of moving for nearly everyone.” (The New York Times)

How a Trash-Talking Crypto Founder Caused a $40 Billion Crash “Do Kwon, a South Korean entrepreneur, hyped the Luna and TerraUSD cryptocurrencies. Their failures have devastated some traders, though not the investment firms that cashed out early.” (The New York Times)

The Best Places to Park Your Short-Term Investments “Yields are important, but so are liquidity considerations and guarantees.” (Morningstar)

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

Interested in Solar Panels? Here Is Some Advice. “Buying a solar energy system can be expensive and confusing. Here are some things to think about if you are in the market for solar panels.” (The New York Times)

Your Physical & Mental Well-being

The ‘Psychic Numbing’ of Mass Tragedies “Stressful events can cause us to detach and disengage, experts say, but there are ways to avoid becoming desensitized.” (The New York Times)

This Week’s Serendipity

The Top Downloaded Apps in 2022 (Visual Capitalist)

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.