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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Car Affordability

How much can you afford to pay for a car?

Cash Flow Analysis

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

More Newsletters →