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
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
For many, retirement includes contributing their time and talents to an organization in need.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Ascertaining the value of your business is important for a variety of reasons.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential capital gains taxes due on your transactions.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Learning more about gold, and its history, may help you answer that question.
Why are 401(k) plans, annuities, and IRAs so popular?
Three things to consider before dipping into retirement savings to pay for college.
With alternative investments, it’s critical to sort through the complexity.