[caption id="attachment_3954" align="aligncenter" width="500"] SAGEbroadview: Once Upon a Time, There Were Two Firms …[/caption] While many of our friends, clients and colleagues are already aware of our exciting New Year’s Day news, it doesn’t seem fully official until it’s posted on the World Wide Web. So...

[caption id="attachment_3609" align="aligncenter" width="550"] Efficient & Effective Giving[/caption] In our last post, we covered an important part of philanthropy: ensuring that your gifts bring joy to you and your intended recipients in equal measure. Meaningful giving is an admittedly qualitative, “Venus” measure of success. Today, we’ll...

[caption id="attachment_3261" align="aligncenter" width="396"] Investors are better served by patient, passively managed participation in bond and stock markets, leave the foreseeing to a palm reader.[/caption] In our last blog post, we shared the timeless principles we suggest for your fixed income investing. We also previously presented...

[caption id="attachment_2746" align="alignleft" width="350"] CFP® certification | The NAPFA Standard for Financial Planning[/caption] From “It’s a Wonderful Life” to “Wall Street,” Hollywood often lends an aura of drama to the financial industry. In reality, the daily life of a Fee-Only financial professional isn’t exactly edge-of-your-seat stuff....