Are you, like me, a little bothered by the expression “first annual”? If it’s the first time for something, we may hope it happens again, but it doesn’t really qualify as a tradition until it recurs at least once. That’s why I’m pleased to announce our second annual “Year in SageBroadview Review,” looking back at all the posts we shared in 2016. As we expressed about a year ago during our inaugural review: Thanks again for joining us for the ride!
Appreciating the Wealth of Your Life
Making Time for Creativity
Organizing Your Financial “Stuff”
Has Market Mania Got You Down? Take a Twitter Tonic
Want Success? Emulate Successful People
You, Your Wealth, and Some Springtime Playtime
Sheri Walks the Mindful Money Walk … in Europe
Year-Round Investment Ideas
A Restricted Stock Unit (RSU) Review
Sheri’s Best Of “101” Investing Insights
You and Your Investments: How Are You Doing? Part I: Coveting Your Neighbors’ Returns
You and Your Investments: How Are You Doing? Part II: Your Portfolio and Its Parts
Models vs. Reality, Indexes vs. Investing Part I: What’s in an Index?
Models vs. Reality, Indexes vs. Investing Part II: A Fund Isn’t an Index (and Why That Matters)
Dimensional’s 2016 Matrix Book: Strength in Numbers Part 1: Tiny Data Points, Big Market Insights
Dimensional’s 2016 Matrix Book: Strength in Numbers Part 2: Covering the Global Markets
Dimensional’s 2016 Matrix Book: Strength in Numbers Part 3: Managing the Emotions
Proud to be a “Passivist”
Demystifying Evidence-Based Investing
Got a Minute? Get an Economic Edge (Leading Economic Indicators)
Got a Minute? Get an Economic Edge (Jobs)
Got a Minute? Get an Economic Edge (Taxes)
Got a Minute? Get an Economic Edge (Inflation)
Got a Minute? Get an Economic Edge (GDP)
Got a Minute? Get an Economic Edge (Crude Oil)
Financial Life Planning in Action
Do You YouTube? The IRS Does
Financial Planning with Sage Simplicity
Breaking News: Student Financial Aid Just Got Easier
John Oliver’s Award-Winning Take on Financial “Havoc”
John Oliver’s Award-Winning Take on Financial “Havoc”: Part II
Across the Family Generations
SBV’s Crash Course in College Admissions Part I: Preparing for the Admissions Journey
SBV’s Crash Course in College Admissions Part II: Embarking on “The Admissions Journey”
SBV’s Crash Course in College Admissions Part III: Applying for Performing Arts Programs
SBV’s Crash Course in College Admissions Part IV: The Drama of a Theatrical Program
Family Wealth Planning: And Then There Was Avery Grace
Family Wealth Planning: Grampy Larry’s Take
What’s an Advisor Worth?
SageBroadview Reads … a Lot
Our 15 Minutes of Fame (SageBroadview in the News)
SBV In The News: Avoiding Tax Scams
SBV In The News: 101 Investing Insights From the Experts
SBV In The News: How to Spot a Tax Scam
SBV In The News: How To Recover If Your Identity’s Stolen
SBV In The News: Buying a home? Don’t make these 5 mistakes
SBV In The News: How to Prepare With Your Adult Child for Emergencies
SBV In The News: Home equity borrowing for college tuition
Financial Reflections from Dimensional Fund Advisors
Dimensional Fund Advisors: 10 Predictions to Count On
Dimensional Fund Advisors: A Vanishing Value Premium?
Dimensional Fund Advisors: Why Should You Diversify?
Dimensional Fund Advisors: Index Reconstitution: The Price of Tracking
Dimensional Fund Advisors: Ten Reasons To Be Cheerful
Dimensional Fund Advisors: The Wine Lovers’ Guide to Investing
Dimensional Fund Advisors: History on the Run
Dimensional Fund Advisors: Back to School
Dimensional Fund Advisers: Presidential Elections and the Stock Market
Dimensional Fund Advisers: Prediction Season
Dimensional Fund Advisers: A Vote for Small Cap Stocks?
Our Summer Refresher Series
Sheri’s Summer Refresher Series Introduction
Sheri’s Summer Refresher Series- Money Management: Traditions, Fads & Fashions
Summer Refresher: The Ups and Downs of Sending Your Child to College
Summer Refresher: Time Is Money – Start Saving Now
Summer Refresher: Four Questions to Keep Your Stock Options Out of Jeopardy
Summer Refresher: The 3.8% Medicare Surtax
Summer Refresher: Never Mind Your Wallet – What’s in Your Portfolio?
Summer Refresher: Health Savings Accounts, Your Tax-Saving Super Power?
Summer Refresher: Crazy Quilt Investing
Summer Refresher: Integrating Your Health and Your Wealth
An Eye on the Market
Dimensional’s Quarterly Market Review (Q4 2015)
Dimensional Fund Advisors: 2015 Review
Dimensional’s Quarterly Market Review (Q1 2016)
Dimensional’s Quarterly Market Review (Q2 2016)
Dimensional’s Quarterly Market Review (Q3 2016)
Last but not least …
Savor Some Sage Serendipities
Can we go for a third annual “Year in Review” next year? I hope so!
SAGE Serendipity: The Miami Herald just published one of the mother of all year-end reviews — Dave Barry’s Year in Review: 2016 — What the …?, and it begins with this: In the future, Americans — assuming there are any left — will look back at 2016 and remark: “What the HELL?”
You’ll laugh, you’ll cry, you’ll kiss 2016 goodbye. It’s a fun read.