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December 16, 2014 in Advisor Role, Fiduciary, SageBroadview News
2014 was a pretty exciting year at SAGEbroadview. For starters, it is our first year as a combined SAGEbroadview force. Even as we threw ourselves into combining the energy of two good firms into one, we also took on a variety of personal goals. Most noteworthy was Associate Advisor Chris Annello’s achievement of his CERTIFIED FINANCIAL PLANNER™ marks. We couldn’t be more excited for Chris, who has now officially followed...

December 9, 2014 in Advisor Role, Investing, Money Management
In our previous post, “How to Hold a Financial Fire Drill,” we discussed the importance of understanding your true risk tolerance and routinely practicing how it applies to your investment plans. That way, when market risks arise for real, you’ll be less likely to abandon those best-laid plans. A key tool to help you stay on course is your Investment Policy Statement (IPS). Your IPS: A Living Document Your IPS is a...

December 3, 2014 in Advisor Role, Investing, Money Management
Former director of financial services at Dimensional Fund Advisors, now retired, Dan Wheeler continues to share financial insights on his personal blog. In his post, “Fire Drill,” Wheeler recommends practicing what you will do the next time the markets drop, especially if the declines are as precipitous as they were during the financial crisis in 2007–2008. Otherwise, he observes, now that the pain we experienced then has started to fade,...