Crazy Quilt Investing

Summer Refresher: Crazy Quilt Investing

Today we revisit one of the most refreshing investment ideas we know: the randomness of near-term market returns. Pick a year, any year. If you’re ever tempted to guess how capital markets are going to fare in the year following, all you have to do is take a look at this crazy quilt c
Continue Reading →
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
Continue Reading →

Compound Interest: Making Those Numbers Count

If there’s a lesson we seem to learn the hard way every holiday season, it’s the insidious effect of compound calories. A taste here, a nibble there … hey, somebody’s got to lick that bowl. The next thing you know, those numbers have taken on an exponential life of their own, and you’
Continue Reading →
SNL 40

An April 1 Overview of Financial Life Planning Essentials

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,
Continue Reading →
SBV-innews-adviceiq

SBV In The News: Your Investment Policy Statement

A written statement that outlines your goals and investment strategy is a must for all investors. When market risks arise for real, an investment policy statement helps you stay committed to your plan. See what Sheri Cupo, CFP® has to say on AdviceIQ. Read Article: AdviceIQ
Continue Reading →

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
Continue Reading →
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
Continue Reading →

Considering Market Corrections

Depending on how you measure it, the U.S. stock market has been relatively calm now for somewhere between 2– 3 years, with no noteworthy corrections to report. That doesn’t mean there hasn’t been plenty of alarming news that could have triggered a “head for the hills” correction, but
Continue Reading →
To Sleep Well at Night, Try Crazy Quilt Investing

To Sleep Well at Night, Try Crazy Quilt Investing

In our last post, “As Close to a Market Prediction as We’ll Ever Make,” we shared a visual depicting long-term market growth during the past 80+ years. Today, let’s zoom into a close-up view of various annual asset class returns. Formally entitled “The Randomness of Returns,” this ima
Continue Reading →
Giving 403(b) Plan Participants Their Due - Part 2

Giving 403(b) Plan Participants Their Due – Part 2

Part II: The 403(b) Plan: Pocket Change or Life’s Savings? As touched on in Part 1 of our two-part series on 403(b) plans, “A Call for 403(b) Plan “Higher Education,” it was initially assumed that the 403(b) would serve as a supplement – not a replacement – for participants’ tradition
Continue Reading →
Wordpress SEO Plugin by SEOPressor