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

Loan Payoff

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

Lease Payment

How much would your monthly lease payment be?

Cost of Retirement

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

More Newsletters →