Health and Wealth

Summer Refresher: Integrating Your Health and Your Wealth

The lessons learned from our 2013 post on health and wealth seem like an excellent way to wrap Sheri’s Summer Refresher Series, before we move on to new ideas and fresh posts for the rest of the year. If there’s one piece that gets to the heart of what we’re about at SageBroadview, th
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SageBroadview Gratitude

Our Attitude About Gratitude

If you’ve been following our blog for any length of time, you may already realize that we’re big on expressing gratitude around here. But that doesn’t mean that we have to shout it from the rooftops to make it matter. Grateful living can come quietly as well, and we introverts are ind
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mindful in may

Reflections on our May 4th Seven-Year Anniversary

Long-time readers of the SageBroadview Blog are already familiar with my story but permit me a moment to fill in our new readers. On May 4th, 2008 (just as the Great Recession got under way!) my family and I were in a serious car accident. My husband and two sons were banged up but ot
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where is your abundance found

A Texan Take on Abundance, By Way of India

As we emerge blinking from the holiday festivities, I sense a common theme among friends, family and business associates: Relief. We seem to crave a return to normalcy, or at least as normal as it gets in a world that never stops spinning. Just as I was about to put my own life back o
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SageBroadview Summer Reflections: Part 2

Last week, we shared some of Sheri’s and Larry’s reflections on how they embodied our tagline this summer: Appreciate the Wealth of Your Life.® This week, we hear from others on the SageBroadview team along the same theme. We’d still enjoy hearing about you and your family’s own activ
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Bend, Oregon

SageBroadview Summer Reflections: Part 1

As we seek to inspire you and your family to Appreciate the Wealth of Your Life®, we would be remiss if we did not lead by example. To that end, this week and next, we’d like to share the ways each of us at SageBroadview embodied our firm’s tagline in our summer activities. How have y
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The Gift of Multiple Careers

The Gift of Multiple Careers

Raise your hand if you’ve had multiple careers. Or does yours more closely resemble Alfred Feld’s? He joined Goldman Sachs in 1933 and remained there for 80 YEARS(!), until he passed away at age 98 last fall. Whenever he was asked about his longevity, he is reported to have replied, “
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Singing the Praises of The Mr. Holland’s Opus Foundation

Singing the Praises of The Mr. Holland’s Opus Foundation

Music, in all its glorious forms and fashions, is the best, most universal language we know for spreading joy across the generations. That’s why we were pleased to celebrate this year’s holiday season with cards to our clients, friends and family, announcing our contribution in their
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The Heart of Giving Part II: Effective and Efficient Giving

The Heart of Giving Part II: Effective and Efficient Giving

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 visit “Mars,” where we explore some of the
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The Heart of Giving Part I: Meaningful Giving

The Heart of Giving Part I: Meaningful Giving

Earlier this year, we covered how charitable giving can be a win-win activity, bringing as much happiness to the donor as to the recipient. We believe this is true whether you’re giving gifts to loved ones or fulfilling philanthropic goals. But especially for the latter, the giving is
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