While many of our friends, clients and colleagues are already aware of our exciting New Year’s Day news, it doesn’t seem fully official until it’s posted on the World Wide Web. So here goes: Effective January 1, 2014, SAGE Advisory Group, LLC of Morristown, NJ and BroadView Financial Planning of Farmington, CT became SAGEbroadview Financial Planning, LLC, a lasting financial planning firm for serving generations of families for a lifetime …...

In our last two blog posts, we provided some of the key building blocks that make for a solid fixed-income foundation. First, we described the stabilizing role that fixed income typically plays in your portfolio. Next, we discussed why we advise against trading in reaction to current bond market conditions (including the existing climate) rather than according to your own investment goals. Today, we’re going to explore the strategy to...

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 the National Association of Financial Professionals (NAPFA) announced that members of their professional ranks now must be CERTIFIED FINANCIAL PLANNER™ certificants who hold the CFP®...