SBV In The News: Avoiding Tax Scams

On January, 13  Nasdaq published Sheri’s piece Avoiding Tax Scams. The article tells/warns you how to avoid tax scammers that call your house and try to get your personal info. “While the Internal Revenue Service may not be your favorite federal agency, criminals posing as
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SBV In The News: Why Benchmarks Don’t Matter

“How am I doing so far?” is a fair question every investor asks. Our human nature tempts us to compare our performance numbers with the benchmarks the popular press reports on, such as the Dow Jones Industrial Average, the Standard & Poor’s 500 and the Nasdaq Composite index. Inap
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SBV In The News: What is dollar cost averaging?

NJMoneyHelp.com asked Sheri Cupo to answer a reader’s question: “What is dollar cost averaging? I’ve heard it’s a good way to invest so I don’t have to worry about the ups and downs of the stock market. Will it protect my money?” Read the answer here: NJMoneyHelp.com
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SBV-innews-njmoneyhelp

SBV In The News: What’s better: A SEP-IRA or a Solo 401(k)?

NJMoneyHelp.com asked for Sheri Cupo’s advice  for their readers in “What’s better? A SEP-IRA or a Solo 401(k)?” The question was: “ I’m self-employed. How do I decide on the right retirement account: a SEP-IRA, or a Solo 401(k) or a regular IRA?” Read the answer here: NJMoneyHelp.com
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SBV in the news pathway

SBV In The News: Expert Tips on Building Wealth for Forty Somethings

Greg Brown of Pathway Planning  published “Expert Tips on Building Wealth for Forty Somethings.”  Sheri Cupo shared her ideas along with industry experts Carl Richards, William Bernstein, Larry Swedroe, Michael Kitces,  Sophia Bera and others. Read the full article: Expert
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SageBroadview in USA Today

SBV In The News: Is It Better to Buy or Rent Your First House?

USAToday.com via AdviceIQ.com published Sheri Cupo’s post “Is It Better to Buy or Rent Your First House?” “Spring – a time for fresh starts and, for some, a new home. Before you head out to open houses, your first question should be: Should I own a home at this time?
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Financial Advisor Magazine Features Our SageBroadview Merger

Financial Advisor Magazine Features Our SageBroadview Merger

Complementing our mission to help individuals and families appreciate the wealth of their lives, we were thrilled to be recognized for our recent business development initiatives in the June 2 Financial Advisor magazine feature story, “The Next Level.” The article shares the tale of t
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“Do chefs make better financial advisers? Second-act advisers can bring something unique to the table”

Sheri was featured in The Wall Street Journal’s MarketWatch article by Charles Passy “It also helps that they may have specific knowledge and experience that allows them to target a niche clientele — as in former colleagues or just professionals with a similar background. Sheri Iannet
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