3 Things: Market, Market, Market

Generation Fret  1. Psychic Trauma (The Reformed Broker, 9/10/2018) “…our experience during formative years in the market can have a tendency to shape our attitudes, biases and prejudices forever. If your first ten years investing in the stock market ran from 2000 to 2009, then you wa
Continue Reading →
financial crisis

3 Things: Labor Day Hodge Podge

The financial crisis has shaken young people’s faith in capitalism A (financial) crisis of faith (John Paul Rollert, Chicago Booth Review, 8/10/2018) “A spring 2016 poll from Harvard University’s Institute of Politics finds that only 19 percent of Americans between the ages of 18 and
Continue Reading →
bull market

3 Things: Bull Markets, Investing Internationally, and Summer Jobs

No, we are not in a 9-year-old bull market 1. Currently some clients, and pundits, are voicing concerns about the longevity of the current bull market. In the September 2017 article “No, This Is Not the Second Longest Bull Market Ever”, Barry Ritholtz and Michael Batnick laid out the
Continue Reading →
the price of financial illiteracy

3 Things: The Price of Financial Illiteracy

The price of financial illiteracy is steep In Magna Cum Lousy, Tony Isola laments that we are failing our children by not educating them about personal finance. “Imagine: you give a teenager access to car keys when they have never driven a car or taken Driver’s Education.  You simply
Continue Reading →
LLIS Disability

Open Enrollment Time: Part 2 – Disability Insurance

Sheri’s take: As this year’s open enrollment period goes into full swing, you and your family can use the opportunity to not only review your healthcare coverage, but also to take a fresh look at life and disability insurance coverage available to you. Last week, we were pleased to sh
Continue Reading →

Open Enrollment Time: Part 1 – Life Insurance

Sheri’s take: There’s strength in numbers, especially in having a number of well-informed alliances to supplement our own financial know-how. Mark Maurer, CFP®, MBA, president and CEO of LLIS is one such alliance we’ve long maintained – because protecting the wealth you’ve already got
Continue Reading →

Savings Bond Tips in a Tech-Savvy World

If there’s an investment instrument that has withstood the test of time, it’s the good, old U.S. savings bond. Since their 1935 debut under “New Deal” President Franklin D. Roosevelt, they’ve never been known for their get-rich glamour. But to this day, investors still turn to them wh
Continue Reading →
budgeting apps

Four Budgeting Apps for Young Adults: Making Budgeting More Fun?

Okay, I know budgeting is rarely fun for anyone, but it can be especially hard on young adults. You’ve just wrapped up your formal education and received your first decent paycheck – way more than you’ve been earning between classes. What’s a common reaction? “I deserve a shopping spr
Continue Reading →
Student Financial Aid

Breaking News: Student Financial Aid Just Got Easier

Attention, all parents and students! We bid farewell to Sheri’s Summer Refresher Series and bring you an important, good-news announcement that you might have missed in all the back-to-school action (including all the obligatory “first day at school” social media posts and pics). As r
Continue Reading →
Health Savings Account

Summer Refresher: Health Savings Accounts, Your Tax-Saving Super Power?

We founded SageBroadview because we love that warm, fuzzy feeling we receive when we can give financial advice that helps others appreciate the wealth of their life. Our favorite investment tips are the kinds that offer a double punch: (1) They’re not common knowledge, so they often g
Continue Reading →