Premium Financing for Life Insurance Starting a life insurance policy is a major step in planning for your family’s future. Unfortunately, high quotes and premiums aren't the most comforting factors. Even if you understand the importance of a quality life insurance...read more
REAL RATE OF RETURN – SOMETHING YOU NEED TO KNOW This is very important because it happens a lot. People get their investment statements and look at the average annual rates of return and their balances - and wonder where the money is? Let me explain…….. Let’s say you...read more
Protecting Your Assets – How Much Risk Are You Really Taking? – A Risk In Sheep’s Clothing Part 1 When it comes to investment assets, everybody has their own definition of risk. The bottom line is that most people are just scared of losing their money–especially those...read more
If you have an investment portfolio in mutual funds/stocks or an IRA, ask yourself the following questions: Do you feel you have met your investment goals? Do you have an Investment Policy Statement? Are your fees reasonable? Does your broker have YOUR best interests...read more
A thought on accumulation... If you’re retired, your goal should be asset preservation with the best returns possible - making income last as long as you live. If your 45, or 50 let’s say, you are likely in the "accumulation" stage. So many people over the years have...read more
Sage Investment Group is an independent investment advisor and fee-based financial planning firm in Pasadena, CA. Sage Investment Group is a Registered Investment Advisor registered with the California Department of Business Oversight. The firm primarily conducts business with individuals and organizations domiciled in California. We have a legal fiduciary responsibility to provide advice that serves your interests before our own. Our firm offers fee-based investment management and insurance products to individuals, businesses, trusts, partnerships, not-for-profit organizations, and retirement plans.
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