SageBroadview Financial Planning

Introducing SageBroadview Financial Planning

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
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Fixed Income Factors in a Rough-and-Tumble Market

Fixed Income Factors in a Rough-and-Tumble Market

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
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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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