Wisdom is the principal thing.
This truth especially applies in the area of finances. Wisdom will help you make choices that will propel you in the direction you want to go. One of the primary goals at Sage Investments is to help you gain wisdom, particularly as it relates to your financial plans. Whether you are already a client or are looking for a financial advisor, you'll find a wealth of information in the form of newsletter articles, calculators, and research.
Please contact Sage Investments for a complimentary consultation to address a specific concern you have in mind, gather information on an area of interest, or gain a fresh look at your current positions. Josh Sheard is happy to assist you in finding the answers you are looking for.
Sage Investments appreciates the opportunity to talk with you and serve you and your business.
“We make a living by what we get, but we make a life by what we give."
— Winston Churchill
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Knowing the rules may help you decide when to start benefits.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A change in your mindset during retirement may drive changes to your portfolio.
Understanding how a stock works is key to understanding your investments.
Bonds may outperform stocks one year only to have stocks rebound the next.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
There’s an alarming difference between perception and reality for current and future retirees.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
When do you need a will? The answer is easy: right now.