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01 Feb SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | February 2, 2021

Posted at 11:21h in COVID-19, Money & Finance, Our Physical & Mental Well-being

08 Apr Dimensional’s Quarterly Market Review (Q1 2020)

Posted at 22:12h in Dimensional, Evidence-Based Investing

You won’t be surprised to see all the red in returns for stocks this past quarter. But take heart at the green for bond returns. When stock markets are climbing upward, bond funds can seem so boring, but you see now how well they are...

19 Mar Dimensional Provides Perspective on the Financial Markets

Posted at 16:17h in COVID-19, Money & Finance

One of our important jobs is to keep informed about the news, the markets and the economy, and determine if any actions are warranted on your behalf. We also aim to keep you as informed as you wish to be. – Today we share perspective from Dimensional:...

12 Mar Control What You Can Control

Posted at 16:05h in COVID-19, Money & Finance

One benefit of aging is experience. Although Larry and I are technically y’old’s (young olds), we’ve seen our share of incredibly great times and incredibly difficult times. It has shaped our perspectives as parents, spouses, friends and as financial planners. Many of our clients have often heard...

09 Mar Are COVID-19 & the financial markets concerning you?

Posted at 23:43h in COVID-19, Money & Finance, Our Physical & Mental Well-being

We’re Here for You We get it. Depending on how much attention you’ve been paying to the news, you may be feeling anywhere from uncomfortable to mildly panicked. So, we’d like to share some thoughts on what is happening now, some ideas on how to...

28 Sep Client Login – Young Professionals

Posted at 19:10h

28 Sep Client Login – Established Professionals

Posted at 18:48h

09 Aug Experienced Investors

Posted at 19:16h

01 Feb SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | February 2, 2021

21 Dec Retirement Planning

18 Dec Portfolio Management