portfolio

Summer Refresher: Never Mind Your Wallet – What’s in Your Portfolio?

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 relevant today a
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fiduciary

Demystifying “Fiduciary” Financial Advice

So, have you heard about the Department of Labor’s (DOL’s) new fiduciary rule, now governing the advice you receive for your retirement plan assets? If so, congratulations, you’re in an elite group. Maybe the news would have received wider coverage if the election year weren’t in full
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Michael Kitces

A Nerd’s Eye View of an Advisor’s Value

The credentials alone may say it all about Michael Kitces and his Nerd’s Eye View on financial planning. With two master’s degrees in financial services and taxation, a CFP® mark, and five other financial certifications to his name, that’s some serious nerd power. But what’s decidedly
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fiduciary advice

Fiduciary Advice in the Limelight

If you are keeping an eye on the financial press, you may be noticing a flurry of commentary of late, with respect to a financial advisor’s duties and obligations to his or her clients. The White House recently released its report, “The Effects of Conflicted Investment Advice on Retir
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engage with SageBroadview

Dear SageBroadview: Let’s Get Engaged

All the talk of relationships this past Valentine’s Day had us reflecting on our client engagements and the two-way relationships they represent. Our Client Pledge As we dedicate ourselves to placing our clients’ financial interests even ahead of our own, we make a commitment th
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Chris Annello CFP Practitioner

Way to Wrap Up 2014, Chris Annello, CFP®!

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 C
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Your Investment Policy Statement: Put It in Writing

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-l
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Financial Fire Drill

How to Hold a Financial Fire Drill

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
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crunch-numbers-sagebroadview2

The Worth of Sage Advice Part IV: Crunching the Numbers on Advisor “Alpha”

In our last post, “What’s Driving Your Advisor Relationship,” we discussed some of the qualitative ingredients that go into a satisfying advisor relationship. Essentials such as fiduciary duty, seasoned experience and transparent fees are critical. But qualitative assessments should a
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fiduciary-fword

The Worth of Sage Advice Part III: What’s Driving Your Advisor Relationship?

In our last post, “Good, Better and Best Advisor Value,” we shared some reasons we feel it’s worth working with a professional financial advisor rather than going it alone. As we continue to explore the worth of sage advice this month, we’ll describe how to identify, not just any advi
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