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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Tolerating Risk

Whether you are a conservative investor or an aggressive one, it’s likely there are mutual funds that match your risk tolerance.

Reasons to Roll

An IRA rollover is one way to give you the maximum control over your retirement assets.

Afraid of Outliving Your Income?

A split-annuity strategy is one way to help ensure a steady retirement income stream.

More Newsletters →