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
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here's a breakdown of how the federal government spends your tax money.
This worksheet can help you estimate the costs of a four-year college program.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
When considering life insurance, it's important to understand your options.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Three things to consider before dipping into retirement savings to pay for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
$1 million in a diversified portfolio could help finance part of your retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.