SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | May 25, 2022

Businesses, Stock Markets & the Economy

The Worst Years Ever in the Stock Market “The 11 worst years in stock market history and what happened next….” (Ben Carlson)

Source: A Wealth of Common Sense, Ben Carlson

“There’s nothing you can do about the losses we’ve already experienced. It’s a sunk cost at this point.

The important thing to remember is the lower stocks go the higher your expected returns are going out into the future.

Lower stock prices are a good thing for long-term investors.

You just have to be patient.”

Listen or read🡪 Transcript from this week’s Masters in Business: Gerard O’Reilly, DFA CIO & Co-CEO (

“This week on the podcast, I have an extra special guest. Gerard O’Reilly is a double threat. He is the chief investment officer as well as the Co-CEO of Dimensional Funds. They are a factor giant, managing about $650 billion in total assets. This is really a masterclass in how to think about investing, how to be systematic, how to approach it from an evidence-based scientific basis, how to incorporate the best of academic research into your process.

One of the things that I found really interesting was the DFA focus on costs, convenience and customization. Not every giant investment firm takes that approach.”

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

Mapped: Solar and Wind Power by Country (Visual Capitalist)

Your Physical & Mental Well-being

Anahad O’Connor reports on what it takes for night owls to transform into early risers. (The New York Times)

Snoring has a variety of causes, but Erik Vance shares expert-backed tips on how to put this annoying problem to rest. (The New York Times)

Advice from Wirecutter: Gifts for college grads. (The New York Times)

This Week’s Serendipity

A summer book reading list including “How Lucky” by Will Leitch. (

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.