As we celebrate the arrival of April, we are excited to announce a new SageBroadview service to further enable families like yours to Appreciate the Wealth of Your Life.℠ In alliance with the popular late-night series Saturday Night Live, we are launching an informative video series, designed to share a wealth of sophisticated financial life planning concepts with you and yours.
We lead our thoughtful series with a clip entitled, “Don’t Buy Stuff You Cannot Afford.” Featuring Larry Annello, CPA/PFS, CFP® and Sheri Iannetta Cupo, CFP® (cleverly reenacted by Steve Martin and Amy Poehler, who happen to bear an uncanny resemblance), the clip shares Larry’s and Sheri’s own early experiences, as they familiarized themselves with the financial life planning strategy they now help others embrace.
More on Financial Planning – The Life Planning Process
Future videos are expected to include:
- Don’t Put All Your Eggs in One Basket – Step one, but often overlooked.
- If It Ain’t Broke, Don’t Fix It – If your personal investment plans haven’t changed, why abandon them during volatile markets?
- Buy Low, Sell High – Simply brilliant. So why do most investors (by far) do exactly the opposite?
By now, given the date, you may be skeptical of the seriousness of our offering. Truth be told, we doubt the producers of Saturday Night Live have ever heard of us.
All kidding aside, we take this April Fool’s Day to remind you that sometimes the most obvious investment principles are the same ones that will stand you in best stead … if you are able to overcome dangerous behavioral biases that tempt you off-course from them. While the principles are simple, the practice is a far greater challenge, for fools and sages alike.
Sage Serendipity: Just as we espouse an evidence-based approach to investing, so too does Kind of Normal espouse the evidence in a variety of life-affirming charts and graphs. Well, at least “evidence” of the circumstantial kind.