SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | June 29, 2022

Businesses, Stock Markets & the Economy

So What’s Your Plan for the Bear Market? (David Booth, Dimensional)

“When choosing how much you want invested in stocks, balance the regret you would feel when markets go down with the regret of missing out when things turn around.”

Why trying to maximize annual returns is counterproductive. (

“It’s counterintuitive, but you will likely maximize investment gains over your lifetime if you go out of your way to not maximize annual returns, instead focusing on merely good returns that you can sustain for as long as possible.”

Your Finances & other Wealth Management links

Getting the Most Bang for Your Buck While Traveling Overseas. “The strong American dollar is the upside of a volatile economy. For U.S. travelers headed abroad, that may help make up for the rising cost of travel.” (The New York Times)

This Week’s Serendipity

Explainer: What Drives Gasoline Prices? (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.