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
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
$1 million in a diversified portfolio could help finance part of your retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There are nearly 1,200 ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.