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29 May Let’s Tell a Story: Why Invest in Stocks and Bonds?

Posted at 14:58h in Dimensional, Evidence-Based Investing, Investing

The Ups and Downs of Stocks and Bonds In our recent post, “What’s Up with Inflation?” we introduced a trio of videos Dimensional Fund Advisors has shared. They help bring its Matrix Book numbers to life for those who might not want to pore through...

09 May Established Professionals

Posted at 17:30h

09 Apr Dimensional’s Quarterly Market Review (Q1 2018)

Posted at 11:52h in Dimensional, Evidence-Based Investing, Investing

A Quarterly Tale of Risks and Returns in Real Time For the first time in a long time, U.S. and international developed stock markets alike bled off some steam this quarter. You’ll see that expressed by the bright red arrows in Dimensional Fund Advisors’ first...

14 Mar A Two-Course Take on Evidence-Based Investing Part 2: On Diversification and an Advisor’s Role

Posted at 08:45h in Evidence-Based Investing, Investing

We’re back! This week, we’re following up on last week’s post on how to combine practical application and academic science to impart a wholly stronger investment strategy. It’s called evidence-based investing, and we are delighted to share excerpts of a conversation between two respected proponents...

17 Aug How Much is Your Portfolio Costing You? Understanding Your Portfolio Fees – Summer Refresher Series

Posted at 01:29h in Advisor Role, Expenses, Fiduciary, Investing, Summer Refresher Series

In some respects, we wish this piece weren’t worth re-posting. We’d prefer it if today’s investors no longer needed to be on the look-out for the opaque fees and conflicts of interest described. Unfortunately, with only a few minor updates, the information is still as...

17 Feb A Restricted Stock Unit (RSU) Review

Posted at 11:07h in Company Stock Plans, Corporate Executives, Investing, Restricted Stock, Stock Options, Tax Management

Normally, we love to crank out fresh weekly blog posts, just as we’ve been doing since August 2012. That was before Sage and Broadview had even joined forces to become the unified firm we are today. One of our earlier posts from March 2013 happens...

08 Sep Investment Basics Series: Summertime Learning for Year-Round Investing

Posted at 19:39h in Evidence-Based Investing, Investing, Investment Basics Series

While summer isn’t officially over yet, once those big yellow school busses reappear, it’s hard to not consider it a wrap. Likewise, we’re ready to wrap our summer series of investment basics. We hope that doesn’t mean you stop learning how to invest in ways...

12 Aug Investment Basics Series: What Is Rebalancing?

Posted at 08:25h in Investing, Investment Basics Series

What is rebalancing? Why and when should an investor do it? “Buy low, sell high.” The expression is so familiar that it’s become a cliché. And yet, few investors actually follow this most basic advice. Instead, they panic and sell (low) during market crises, and...

09 Aug Experienced Investors

07 Aug Young Professionals