SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | March 9, 2022

Businesses, Stock Markets & the Economy

Navigating Geopolitical Events (Dimensional)

“Investors in global equity portfolios inevitably face periods of geopolitical tensions. Sometimes these events lead to restrictions, sanctions, and other types of market disruptions. We cannot predict when these events will occur or exactly what form they will take. However, we can plan for them by managing diversified portfolios and building flexibility into our process.”

“We previously reduced the weight of Russia in our emerging markets and global equity portfolios after sanctions were imposed in 2014 after the annexation of Crimea. In January 2022, we halted further purchases of Russian stocks in response to rising risks of sanctions on Russia from the United States and other nations. We are not currently buying Russian shares, including depositary receipts with exposure to Russia, and we are evaluating the suitability of Russian securities for our portfolios. Russian-denominated bonds are not eligible in Dimensional’s fixed income portfolios.”

Addendum: “On March 2, 2022, Dimensional’s Investment Committee removed Russia from its list of approved markets for investment. Dimensional’s plan is to divest of all Russian holdings from their portfolios as market conditions allow.”

S&P Dow Jones is removing Russia stocks from indexes, stripping country of emerging market status (

MSCI, FTSE Russell remove Russian securities from their indexes (Reuters)

War Impacts Stocks Less than You Think (Barry Ritholtz)

“History Shows War Shocks Have a Modest Impact on Equities.

Market reactions to dangerous events like Russia’s war in Ukraine tend not to damage stock valuations over the long term.”
BusinessWeek, March 2, 2022

S&P 500 Respponse to Geopolitical Events Chart

The 3 Ways to Win During a Market Correction “Winning the game by avoiding losers….” (Ben Carlson)

Your Finances & other Wealth Management links

22 tips on working with your tax preparer. (

Three things to consider when leaving children an inheritance. (

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

Where biodiversity is most at-risk in the U.S. (

The 150 history of Yellowstone National Park. (

Seriously, stop pre-rinsing your dishes. (

Your Physical & Mental Well-being

How to Not Get Overwhelmed by the News (Intelligent Change)

Stronger Muscles in 3 Seconds a Day. “Men and women who briefly contracted their arm muscles as hard as possible once daily increased their biceps strength by up to 12 percent in a month.” (The New York Times)

This Week’s Serendipity

Help for Ukraine | Info from The New York Times

“Many of us are feeling powerless as we watch events unfold in Ukraine. The Cut from New York magazine has pulled together a helpful list of charities that are donating medical supplies, helping children, supporting journalists in Ukraine and aiding refugees.”

How to Talk to Kids About Ukraine. “Young people have access to more news streams than ever, and many are concerned. Here’s how to address their questions.”

Map Explainer: Key Facts About Ukraine (Visual Capitalist)

Map of Ukraine

Source: 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.