Election Hangover

Savor Some Sage Serendipities

Three score and a few months ago – on July 2, 2013, to be exact – we brought forth a new blogging tradition at SageBroadview. On that day, our first “Sage Serendipity” – a tasty tidbit we add to the tail end of each of our posts – showcased Sheri’s musical son Devon. From celebrating
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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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Getting to Know Us: Larry Annello, CPA/PFS, CFP®

Getting to Know Us: Larry Annello, CPA/PFS, CFP®

Last summer, we ran a popular series of “Getting to Know Us” posts 1, in which we shared some of our personal and professional stats with our readers. We share links to this series at the bottom of this post. With the January founding of SageBroadview, we wanted to add Principal Larry
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Getting to Know Us: Wendy Vissar

Getting to Know Us: Wendy Vissar

The next in our August/September series of “Getting to Know Us” bios … GETTING TO KNOW WENDY VISSAR The Professional Stats • SAGE Role: Social Media Coordinator, aka, “The SAGE Broadcaster.” Wendy oversees the production, illustration and distribution of SAGE’s blog postings and socia
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Getting to Know Us: Lynn Iannetta Baker

Getting to Know Us: Lynn Iannetta Baker

The next in our August/September series of “Getting to Know Us” bios … Getting to Know Lynn Iannetta Baker The Professional Stats • SAGE Role: Office Manager, aka, “SAGE Solver,” bringing her special brand of calm to our sometimes hectic universe. Lynn is often our first point of cont
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Getting to Know Us: Christopher J. Annello

Getting to Know Us: Christopher J. Annello

Getting to Know Christopher J. Annello Ah, there’s not much better than the smell of fresh data in the morning. Given our roles, we admittedly get a charge out of crunching numbers and crafting portfolios. Still, all the numbers in the world are unlikely to matter to your financial li
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Getting to Know Us: J. David Principe, CFP®

Getting to Know Us: J. David Principe, CFP®

Ah, there’s not much better than the smell of fresh data in the morning. Given our roles, we admittedly get a charge out of crunching numbers and crafting portfolios. Still, all the numbers in the world are unlikely to matter to your financial life planning if the most important ingre
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Why CFP® Certification Counts

Why CFP® Certification Counts

From “It’s a Wonderful Life” to “Wall Street,” Hollywood often lends an aura of drama to the financial industry. In reality, the daily life of a Fee-Only financial professional isn’t exactly edge-of-your-seat stuff. Our idea of “exciting” is a controversy unleashed last December, when
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A Financial Woman’s Place Is Online, Sheri Cupo, NJ financial planner

A Financial Woman’s Place Is Online

Even though we women are the majority of the U.S. population[1], we are the minority within my profession, with fewer than a quarter of us among the nearly 69,000 Certified Financial Planner™ professionals.[2] Like most of my colleagues (regardless of gender!), I chose my career based
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Head-Banging Financial Wisdom

Head-Banging Financial Wisdom

In a recent Wall Street Journal MarketWatch column, “Do Chefs Make Better Financial Advisers?” I was honored to be featured along with several other advisors who transitioned into financial life planning from other careers, benefitting from a deeper level of client empathy than had th
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