SageBroadview in Fund Reference

SBV In The News: 101 Investing Insights From the Experts

SAGEbroadview in Fund ReferenceFund Reference recently featured some of Sheri’s tips in their 101 Investing Insights From the Experts article.  Here is a sample:

If you’re feeling fear or panic to threatening news, it’s okay to feel that way; just don’t let it overrule your common sense. The best cure for panic is a healthy dose of planning. If you already have an investment plan in place, stick with it — depend on it — until the panic has passed. If you’ve not yet got a long-term plan, use your nervous energy to consult a professional. There’s never a bad time to align your investing with your personal financial goals.
Sheri Iannetta Cupo, CFP, SAGEbroadview”

Visit here to see the other 100 tips from Fund Reference.


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.