SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | November 24, 2021

A quick meditation for gratitude for this Thanksgiving season (

“One way we can integrate gratitude into our busy lifestyles is by taking in our surroundings. The next time you find yourself strolling outdoors alone, try this quick meditation. Start walking at a steady pace, which feels comfortable for you. Take a moment to take in the surrounding environment, focusing on what you see around you. Notice whether it is quiet or busy. As you continue walking, direct your attention to the sounds, then the sensations in the air. How does it feel against your skin? As you continue on the walk, settle into this rhythm. This exercise will help you focus on the present, and notice and appreciate the little things we generally take for granted.”

Businesses, Stock Markets & the Economy

The Current State of the Economy & Markets “The economy is booming but no one is happy….” (Ben Carlson)

Your Finances & other Wealth Management links

What is a Donor Advised Fund and Why You Might Want to Donate Low Basis Stock (Daniel Zajac)

3 questions to ask yourself during open enrollment to help you pick the right health insurance plan. “One in three millennials and Gen Zers say they have made a mistake during open enrollment before.” (

Here’s how Medicare beneficiaries can appeal income-related charges that result in higher premiums (

Your browser privacy isn’t as good as you think. Change these settings right now. “No matter if you’re using Google Chrome, Microsoft Edge or Safari, here’s how to boost your privacy online.” (

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

Bring Back the Pollinators (

This Week’s Serendipity  

Exercises to help you feel thankful (Austin Kleon)

“I would maintain that thanks are the highest form of thought, and that gratitude is happiness doubled by wonder.”
—G.K. Chesterton

“It’s Thanksgiving week here in Texas, and I wanted to share with y’all another little zine I made that you can download and print out. (If you’re having dinner guests, feel free to print out enough to leave one at everyone’s place setting!)”

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.