Wisdom is the principle 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
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Please Leave Home without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There’s a link between debt and stress.
The tax rules that govern donating art are complex and confusing. Take a closer look.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
What kind of auto insurance should you have? Do you know?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.