Sage Investments Inc.

Wisdom is the principal thing.

This truth especially applies in the area of finances.  Wisdom will help you make good choices and hopefully increase your principal.  One of our 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 reports. 

If the information you see here whets your appetite or you have concerns about your particular situation, please contact us for a complimentary consultation.  We would be happy to assist you in finding the answers you are looking for. 

We thank all our existing clients for the opportunity to serve you.  If you are new to us, we look forward to talking with you and being able to serve you or your business.

Josh

"We make a living by what we get, but we make a life by what we give." 
- Winston Churchill
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Managing Volatility with a Bond Ladder

One way to help manage interest-rate risk and cash flow from bonds is to construct a bond ladder.

More Newsletters →