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SageBroadview Financial Planning, LLC

SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
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  • 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 when appropriate. When do savings bonds still make sense, and what are best practices for managing them these days? T...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • 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 spree!” Meantime, the necessary expenses add up too: food, clothing and shelter for today and tomorrow. You get to the...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Buy or Lease Your New Car?
    Ah, there’s nothing quite like that new-car smell? It’s so popular, you can even buy it in a can. To me, I’m not sure that’s worth it unless I get an actual new car along with it. That said, given the costs, when it does come time to replace your classic clunker with a shiny (and fragrant) new edition, you may be wondering if it makes more sense to buy or lease. Actually, you have three basic opti...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • More Motivation on Meditation
    Last week, I talked up Headspace. I try to get my Zen on every day, but for a Type A type like me, sometimes one resource just doesn’t cut it. Is it ironic that even when it comes to my meditation I tend to be an over-achiever? Hey, I’m in good company. Consider this interesting article about the late, great Steve Jobs and the one question he asked himself every morning. I don’t know if daily medi...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Might I Motivate You To Meditate?
    Remember Ray and the late Tom Magliozzi of Car Talk? I miss their weekly advice, and so does my car. I’ve even been known to have browsed their “shameless commerce” division. Today, I’m going to engage in some shameless commerce of my own … but not for myself. As I reflect on some of the things that make me happy, I want to share that onward by pointing you to my favorite meditation app: Headspace...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Continued Comfort from “the Crazy Quilt Chart”
    We all have our symbolic security blankets, right? Mine is Madeleine L’Engle’s “Wrinkle in Time.” I first read it when I was a young adult, shortly after it became a Newbery Medal winner and I was still the book’s target audience. It was such a bull’s eye that I continue to revisit it every few years, wrapping myself up in its satisfying triumph of good over evil. For investors, one of the greates...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Dimensional’s Quarterly Market Review (Q1 2017)
    SageBroadview Quarterly Market Review: Q1 2017 Wherever You Go, Go Diversified We’ve got two comments inspired by Dimensional’s first quarter 2017 market review. Both of them lead to the same, sage solution: global diversification remains an investor’s best friend. First, let’s talk about this quarter’s relatively stellar, double-digit emerging market returns. Dimensional’s quarterly report shows ...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Got a Minute? Get an Economic Edge (Government Debt)
    Today we share a series of charts on government debt, federal spending and the US tax burden. Reminder: These charts come to us compliments of independent economist Fritz Meyer, a seasoned economic and markets analyst whose insights appear regularly on CNBC, Bloomberg TV and the Fox Business Network. Clicking on each chart will maximize it in your browser. The post Got a Minute? Get an Economic Ed...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Got a Minute? Get an Economic Edge (Job formation and unemployment)
    Today we share a series of charts on job formation and unemployment. Reminder: These charts come to us compliments of independent economist Fritz Meyer, a seasoned economic and markets analyst whose insights appear regularly on CNBC, Bloomberg TV and the Fox Business Network. Clicking on each chart will maximize it in your browser. The post Got a Minute? Get an Economic Edge (Job formation and une...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Got a Minute? Get an Economic Edge (ISM Purchasing Managers Indexes)
    Today we share a charts on the ISM Purchasing Managers Indexes – both manufacturing and non-manufacturing. Reminder: These charts come to us compliments of independent economist Fritz Meyer, a seasoned economic and markets analyst whose insights appear regularly on CNBC, Bloomberg TV and the Fox Business Network.  Here is what Fritz has to say: … The big picture takeaway here is that the ISM manuf...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Got a Minute? Get an Economic Edge (S&P 500 vs. expansions)
    Today we share a chart on the S&P 500 vs. expansions.   Reminder: These charts come to us compliments of independent economist Fritz Meyer, a seasoned economic and markets analyst whose insights appear regularly on CNBC, Bloomberg TV and the Fox Business Network.  Here is what Fritz has to say about the current expansion: … Length of the current expansion (93 months so far) has lots of precedent. ...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Got a Minute? Get an Economic Edge (Leading Economic Indicators)
    Today we share a series of charts suggesting continued growth ahead for the U.S. economy.   Reminder: These charts come to us compliments of independent economist Fritz Meyer, a seasoned economic and markets analyst whose insights appear regularly on CNBC, Bloomberg TV and the Fox Business Network.  Here is what Fritz has to say: … The bottom line on the whole array of forward-looking economic dat...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Got a Minute? Get an Economic Edge (Trade Deficits)
    Today we share a series of charts on trade deficits.   Reminder: These charts come to us compliments of independent economist Fritz Meyer, a seasoned economic and markets analyst whose insights appear regularly on CNBC, Bloomberg TV and the Fox Business Network.  Here is what Fritz has to say about trade deficits: … A trade deficit isn’t a debt that must be repaid. It is often a sign of economic p...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Got a Minute? Get an Economic Edge (Inflation)
    Today we share a chart on inflation as measured by CPI, both headline and core.   Reminder: These charts come to us compliments of independent economist Fritz Meyer, a seasoned economic and markets analyst whose insights appear regularly on CNBC, Bloomberg TV and the Fox Business Network.  Here is what Fritz has to say about inflation: … Headline inflation (CPI) plunged with the plunge in gasoline...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Got a Minute? Get an Economic Edge (Bond Yields)
    Today we share a chart on expected bond yields.  A bond yield is the amount of return an investor realizes on a bond. Reminder: These charts come to us compliments of independent economist Fritz Meyer, a seasoned economic and markets analyst whose insights appear regularly on CNBC, Bloomberg TV and the Fox Business Network.  Here is what Fritz has to say about expected bond yields: Just as QE  dep...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • What Sheri’s Reading: March 2017 Edition
    A curated list for your reading pleasure — some light-hearted articles, some that are thought-provoking, and some of a more practical nature: This Bull Market Isn’t as Old as Some Seem to Think (BloombergView) “Why is this important? Understanding how old a bull market is may very likely affect your expectations of future returns, your risk appetite, even your investment allocations. Misunderstand...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Dimensional Fund Advisors: Going Global Is Still in Vogue
    Here’s a trick question: When does 5,000 = 3,600? The answer is: when you’re counting how many companies the Wilshire 5000 Total Market Index is actually tracking these days. The name suggests there are at least 5,000 publicly traded, U.S.-listed companies in the total market, but that number has been shrinking for a couple decades. That’s one of several fascinating insights shared in a recent rep...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Some Fiduciary-Fu for You
    What is all this talk about fiduciary, anyway, and what’s it to me? Let’s talk about that. One of the many new expressions technology has brought us is “Google-fu.” Derived from kung-fu, it means you’ve mastered Google’s search engine. With some help from our friends, such as the National Association of Personal Financial Advisors (NAPFA), let’s get your “fiduciary-fu” going, with the following re...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Dimensional Fund Advisors: Investment Shock Absorbers
    FEBRUARY 17, 2017 Investment Shock Absorbers JIM PARKER, VICE PRESIDENT Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions. TO READ MORE: OPEN PDF ARTICLE The post Dimensional Fund Advisors: Investment Shock Absorbers app...
  • Tax Tips for Today and Tomorrow 2017 – Part 2: Timeless Tax Tactics
    Part 2:  Timeless Tax Tactics In our last post, we covered some of the latest, timely topics to freshen up on as you sharpen your pencils for this year’s tax season, including: reviewing the IRS’ latest “Dirty Dozen” tax scams, noting what’s changed for the current tax season, and contributing as warranted to your tax-sheltered investment accounts. Today, let’s consider a few ways you can integrat...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Tax Tips for Today and Tomorrow 2017 – Part 1: Three Timely Tips
    Part 1: Three Timely Tips for Tax Day, 2017 Especially if you’re a business owner (and even if you’re not), shortly after we’re done celebrating the New Year, our minds tend to turn to that next red-letter event: Tax Day. This year, that’s April 18 for most of us … unless you’re a patriot who files in Maine or Massachusetts, in which case, congratulations, it’s April 19! Regardless of the exact da...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Three Cheers to Three Years at SageBroadview
    Whenever the world rings in a new year, we are privileged to reach another milestone that, in our opinion, seems almost as worthy of global celebration. Happy third birthday to us! On January 1, 2014, SAGE Advisory Group of Morristown, NJ and Broadview Financial Planning of Farmington, CT merged and became (drumroll from Devon please …) SageBroadview Financial Planning. Combining two seasoned team...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • What Sheri’s Reading: January 2017 Edition
      I don’t know about you, but I’m a fast reader and I can barely keep up with the news these days. I start each morning reading from a variety of national and local media outlets (and support each one with paid subscriptions which I feel is vitally important) then try to do some deeper dives into policies and issues. And I nearly always spend at least thirty minutes before I go to sleep reading bo...
  • Dimensional Fund Advisors: How High Can High Returns Go?
    So is the Dow going to bust past 20,000 or isn’t it? By the time you’re reading this, maybe it already has. Either way, what does the milestone high-water mark mean to you as an investor? We would propose that the answer is: Not a whole lot. Whenever markets flirt with new highs, you may wonder if it’s some sort of signal that it’s time to cash out, assuming prices aren’t likely to go a whole lot ...
  • Dimensional Fund Advisors: 2016 Review – More Views Heard From
    First, we published our own “Year in SageBroadview Review,” summarizing the posts we shared in 2016. Then, we offered a double-header of fourth quarter and annual market reviews from Dimensional Fund Advisors. Before we set our sights forward, we’d like to share a couple more resources that offer important lessons learned from 2016. If you were with us this time last year, you may recall that the ...
  • Dimensional’s Quarterly Market Review (Q4 2016 & TY 2016)
    Two Market Reviews – One Perspective What’s better than one market review? How about two, to compare and contrast? Hot off the press from Dimensional Fund Advisors, we offer a close-up of the fourth quarter just ended, as well as a slightly broader view of 2016’s annual market performance. Whichever review you choose to view, the most important point for both is that neither helps you position you...
  • A Year in SageBroadview Review: 2016
    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 inaugura...
  • Dimensional Fund Advisors: A Vote for Small Cap Stocks?
    Down to the Wire | A Vote for Small Cap Stocks? December 22, 2016 WESTON WELLINGTON, VICE PRESIDENT In the recent period following the US presidential election, US small company stocks experienced higher returns than US large company stocks. This column looks at these returns relative to the historical small cap premium and discusses the importance of maintaining constant exposure to the dimension...
  • Savor Some Sage Serendipities
    Three score and a few months ago – on July 2, 2013, to be exact – we brought forth a new blogging tradition at SageBroadview. On that day, our first “Sage Serendipity” – a tasty tidbit we add to the tail end of each of our posts – showcased Sheri’s musical son Devon. From celebrating stock-picking kittens, to wondering what happens to teardrops in space, to offering an homage to the late, great Da...
  • Sheri Walks the Mindful Money Walk … in Europe
    Mindful living, including spending money where it will be most meaningful, is certainly a regular theme here at SageBroadview. To search for that meaning, there’s ample academic evidence suggesting that we tend to find more happiness spending money on experiences than things. For example, a Wall Street Journal article, “Can Money Buy You Happiness,” cites several studies that have explored the las...
  • Do You YouTube? The IRS Does
      “Hip and happening” isn’t the usual phrase that comes to mind when you think about the Internal Revenue Service. A more common stereotype is captured by Will Ferrell’s character, IRS Agent Harold Crick in the movie “Stranger Than Fiction.” Harold Crick counts the strokes when he’s brushing his teeth. His wristwatch is his guardian angel. He explains to the woman he’s wooing (and simultaneously a...
  • Dimensional Fund Advisers: Prediction Season
    December 2016 Prediction Season Predictions about future price movements come in all shapes and sizes, but most of them tempt the investor into playing a game of outguessing the market. “The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. In the coming weeks, investors are likely to be bombarded with predictions about what the future, ...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • Family Wealth Planning: And Then There Was Avery Grace
    What better way to continue our back-to-school blogging season than by introducing our newest (and most precious) student of life and SageBroadview star, Avery Grace Annello? Born last May to our Wealth Manager Chris Annello and his wife Lindsay, Avery fast became the light of their life, as well as “Grampy” Larry Annello’s favorite photographic study. (Sorry, Colbie, you’re still cute too.) That ...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • SageBroadview Welcomes Associate Adviser Ryan Van Keuren
    We were pretty sure we’d found a good match for strengthening our SageBroadview team when we were interviewing Ryan Van Keuren, and we asked him about his ideal career as a financial professional. “I want it to be personal as well as numeric,” he said. “Not making cold calls and meeting sales quotas in the back room of some big-name firm. I want to really help people.” Add in his academic credenti...
SageBroadview Financial Planning, LLC
SageBroadview Financial Planning, LLC
Blog Article

New blog articles detected.

  • 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 reported in a New York Times article, “Earlier Date for Filing Fafsa Form for College Aid,” the national Education D...

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