Article by Dimensional Fund Advisors: Quarterly Market Review of Global Equity & Fixed Income Markets (2Q 2014)

Dimensional’s Quarterly Market Review (Q2 2014)

This report features a market summary and a timeline of events for second quarter. “These headlines are not offered to explain market returns. Instead, they serve as a reminder that investors should view daily events from a longer-term perspective and avoid making investment decisions
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What Sheri's Reading...May 2014 Edition

What Sheri’s Reading…May 2014 Edition

If you follow me on Twitter at @sage_cupo you already know that I’m a voracious reader and I truly enjoy sharing what I’ve discovered with my followers. Today I want to share some of the articles I read this month that I think our blog readers might find interesting, useful and fun. E
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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
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BrightScope Announces Social Influence Rank for Financial Advisors

Seeing my name appear in the top 25 of BrightScope’s “Top Social Influencers in the United States” list was pretty cool. I and my supportive colleagues at SageBroadview don’t participate in social media for the acclaim; rather, we truly enjoy reading, learning and sharing what w
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As Close to a Market Prediction as We’ll Ever Make

As Close to a Market Prediction as We’ll Ever Make

Anyone who has known us for very long knows that we routinely advise against an investment strategy based on predicting where the market is going to go next – up, down or sideways. This is not just our opinion. It’s based on decades of academic inquiry that shows us that prices adjust
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Taking a Second Look at Your Current Liability Coverage

Taking a Second Look at Your Current Liability Coverage

Taking a Second Look at Your Current Liability Coverage By Guest Author Rocco Esposito, Esposito Insurance Group Most current standard home, condominium and renters’ insurance policies include liability coverage to protect you against some of life’s usual suspects at home and afield.
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What Sheri’s Been Reading… April 2014 Edition

What Sheri’s Been Reading… April 2014 Edition

If you are a long time reader of our blog, you already know that we love to read. And as we wrote in An Admirable Addiction, we seem to be in good company.Today I want to share some of the articles I read this month that I thought you might find interesting, useful and fun. What matte
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Charts, Charts & More Charts: April 2014 Economic Update

Charts, Charts & More Charts: April 2014 Economic Update

Every month I sit in on Economist Fritz Meyer’s Economic Update webinars. I find Fritz to be informative, clear and concise and a huge help in providing SageBroadview with an appropriate perspective on economic events. This month he shared that he sees continued economic expansion and
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Article by Dimensional Fund Advisors: Quarterly Market Review of Global Equity & Fixed Income Markets (1Q 2014)

Dimensional’s Quarterly Market Review (Q1 2014)

This report features a market summary and a timeline of events for first quarter. “These headlines are not offered to explain market returns. Instead, they serve as a reminder that investors should view daily events from a longer-term perspective and avoid making investment decisions
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Pension Maximization for Pre-Retired Families

Pension Maximization for Pre-Retired Families

When my husband Dave retired from GE last summer (although he’s hardly kicking back), we faced a number of important decisions, not the least of which was what to do with his pension. Even with my financial credentials, we decided to call in a specialist to help us weigh the choices a
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