Money Management

Sheri’s Summer Refresher Series- Money Management: Traditions, Fads & Fashions

As we announced in our last post, today we launch the first in Sheri’s Summer Refresher Series. Let’s begin at the beginning, by revisiting one of our earliest posts. The piece remains as relevant today as it did in February 2013, which illustrates why we were such an enthusiastic ear
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SageBroadview in Fund Reference

SBV In The News: 101 Investing Insights From the Experts

Fund Reference recently featured some of Sheri’s tips in their 101 Investing Insights From the Experts article.  Here is a sample: “If you’re feeling fear or panic to threatening news, it’s okay to feel that way; just don’t let it overrule your common sense. The best cure
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what sheri's reading

What Sheri’s Reading: Special Edition

We briefly interrupt our regularly scheduled programing (Investment Basics Series) for a special edition of “What Sheri’s Been Reading.” How have you been feeling the past few days?  Hopefully you’ve ignored the gyrations of the stock markets and kept your eye on the long
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Jason Zweig’s Devil’s Financial Dictionary: Truth in Financial Advertising

To all humor there is an element of truth, especially in Wall Street Journal columnist Jason Zweig’s recently published Devil’s Financial Dictionary. Inspired by late 19th century satirist Ambrose Bierce’s “The Devil’s Dictionary,” Zweig’s devilish definitions take on a range of Wall
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Here's What Sheri's Been Reading...

Here’s What Sheri’s Been Reading…

The Fun Stuff: Love me some new Star Trek! (moviefone) BIG BANG THEORY Exclusive: Comedy Great Bob Newhart to Guest Star as Sheldon’s [Spoiler] (tvline) Five Reasons Mister Rogers Was A Rock Star (mtv.com) Equinox comes from Latin: aequus means equal, level, or calm; nox means n
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Trapped by Financial Pessimism

Trapped by Financial Pessimism

SPECIAL GIVE-AWAY TODAY: In honor of Mad magazine having recently turned 60 years old, we’re giving away a copy of the 60-year commemorative book, Totally Mad Be the sixth lucky person to Retweet today’s post, and we’ll send Totally Mad your way. (Feel free to “Like” us on Facebook, w
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Tofu Turkey

Money Management: Traditions, Fads and Fashions

An intriguing recent blog post, “Why We Fear Simple Money Solutions,” from Behavior Gap author Carl Richards got me to thinking. In his post, he cites three reasons he feels people way over-complicate their money management. His third point was especially familiar: “We like tradition,
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