There are billions in unclaimed dollars in the US. Is some of that yours?
SAGEVIEWADVISORY.COM
Surprise! You’ve Got Money!
Ever wonder about those free credit scores you get once a year? #creditscore #credit
SAGEVIEWADVISORY.COM
The Lowdown on Those Free Credit Scores
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
SAGEVIEWADVISORY.COM
Where Is the Market Headed?
Wall Street has a lot of cliches. How many do you know?
#WallStreet
SAGEVIEWADVISORY.COM
16 Wall Street Cliches in 60 Seconds
When it comes to investing, you may be your own worst enemy.
SAGEVIEWADVISORY.COM
Don’t Be Your Own Worst Enemy
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
SAGEVIEWADVISORY.COM
The Average American Budget
Take an inside look into Simplified Employee Pension plans.
SAGEVIEWADVISORY.COM
Is a SEP-IRA Right for Your Business?
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
SAGEVIEWADVISORY.COM
Monthly Market Insights | October 2020
Three important questions to consider before you start taking #SocialSecurity.
SAGEVIEWADVISORY.COM
Three Key Questions to Answer Before Taking Social Security
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
SAGEVIEWADVISORY.COM
Social Security: The $64,000 Question
Never get stuck with the check again after watching this.
SAGEVIEWADVISORY.COM
No Cash, No Checks, No Problem
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
SAGEVIEWADVISORY.COM
Countering Counterfeit Currency
A big congratulations to everyone included in the Financial Times Top 401 Advisors, especially the 14 SageView Advisors who made the list!
https://lnkd.in/df99XyX
#ft401 #financialadvisers
PlanAdviser interviewed our founder Randy Long on SageView's pandemic pivots, as well as how we continue to grow nationally and adapt to changing plan sponsor and participant needs. Thank to you to PLANADVISER Magazine for a great feature!
PLANADVISER.COM
15th Anniversary of RPAY: SageView Advisory Group | PLANADVISER
The savings rate is the government’s estimate of how much U.S. households are saving.
SAGEVIEWADVISORY.COM
U.S. Personal Savings Rate
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
SAGEVIEWADVISORY.COM
The Junk Drawer Approach to Investing
"Even if plan sponsors are paying fees themselves, they should spend corporate dollars wisely," says SageView's Jeffrey M. Petrone, AIF®, QPFC in PLANSPONSOR. "No matter who pays the fees, plan sponsors should consider the source of the fee data against which they are benchmarking."
PLANSPONSOR.COM
Consider Who Is Paying When Benchmarking Retirement Plan Fees | PLANSPONSOR
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
SAGEVIEWADVISORY.COM
Year-End Charitable Gifting and You
Lifestyle inflation can be the enemy of wealth building.
SAGEVIEWADVISORY.COM
Keeping Up with the Joneses
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
SAGEVIEWADVISORY.COM
Emerging Market Opportunities
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
SAGEVIEWADVISORY.COM
The Average American Budget
We are very excited to announce that Luciano Costantini and Scott Ondek have joined our team in Woodside, CA as we continue to focus on growth and innovation! Read more here: https://lnkd.in/gRDAtgQ
#teamsageview #innovation #growth #sageview
Childhood attitudes and habits can determine your child's health in his or her adult years.
SAGEVIEWADVISORY.COM
Raising Healthy Children
Tax time can be a good time to give your household budget a checkup.
SAGEVIEWADVISORY.COM
Budget Check Up: Tax Time Is the Right Time
How much is enough for your emergency fund?
SAGEVIEWADVISORY.COM
Your Emergency Fund: How Much Is Enough?
Learn the language of life insurance.
SAGEVIEWADVISORY.COM
Term vs. Permanent Life Insurance
Veterans Day celebrates Americans who have put their lives on the line to protect us at home and secure the freedoms we hold dear. Thinking of all those who sacrificed today.
#veteransday #veterans
SAGEVIEWADVISORY.COM
Veterans Day 2020
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
SAGEVIEWADVISORY.COM
Value vs. Growth Investing
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
SAGEVIEWADVISORY.COM
Monthly Market Insights | November 2020
Some simple, inexpensive energy-saving tips that may help you save money.
SAGEVIEWADVISORY.COM
A Penny Saved is Two Pennies Earned
Consider a bucket plan to go with your bucket list.
SAGEVIEWADVISORY.COM
A Bucket Plan to Go with Your Bucket List
Learn more about whether you need to pay estimated taxes.
SAGEVIEWADVISORY.COM
You May Need to Make Estimated Tax Payments If…
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
SAGEVIEWADVISORY.COM
Investments
Whether we've been able to see you in person or over a screen this year, we are grateful for the opportunity to work with so many of you during these challenging times.
From all of us at SageView, we wish you a safe, healthy and happy Thanksgiving.
#happythanksgiving #grateful
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
SAGEVIEWADVISORY.COM
Password Protection Strategies
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
SAGEVIEWADVISORY.COM
How to Make the Tax Code Work for You
15-year vs. 30-year: know your refinancing options.
SAGEVIEWADVISORY.COM
Lots of Variables with Fixed-Rate Mortgages
We are very excited to announce that Phil Costantini has joined SageView as a Retirement Plan Consultant in San Francisco, further expanding our Silicon Valley footprint! https://lnkd.in/g3U7ync
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
SAGEVIEWADVISORY.COM
Mutual Funds vs. ETFs
There are billions in unclaimed dollars in the US. Is some of that yours?
SAGEVIEWADVISORY.COM
Surprise! You’ve Got Money!
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
SAGEVIEWADVISORY.COM
Monthly Market Insights | December 2020
How literate are you when it comes to your finances? Brush up with these five basics.
SAGEVIEWADVISORY.COM
The Five Basics of Financial Literacy
Do you know what your #insurance needs are, when you’re married, with children?
SAGEVIEWADVISORY.COM
Insurance Needs Assessment: Married With Children
A big congratulations to our own TJ Arcuri and Lucas Barton for being named among NAPA's 2021 Top Retirement Plan Advisors Under 40! https://bit.ly/3mamvQX
The savings rate is the government’s estimate of how much U.S. households are saving.
SAGEVIEWADVISORY.COM
U.S. Personal Savings Rate
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
SAGEVIEWADVISORY.COM
What’s Your Investment IQ?
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
SAGEVIEWADVISORY.COM
The Business Cycle
Earnings season can move markets. Find out why.
SAGEVIEWADVISORY.COM
Earnings for All Seasons
Have you heard these three common misconceptions about #SocialSecurity?
SAGEVIEWADVISORY.COM
Don't Buy The Hype
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
SAGEVIEWADVISORY.COM
Data Thieves from Outer Space
Best wishes for a safe, healthy, and successful New Year!
Some simple, inexpensive energy-saving tips that may help you save money.
SAGEVIEWADVISORY.COM
A Penny Saved is Two Pennies Earned
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
SAGEVIEWADVISORY.COM
Emerging Market Opportunities
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
SAGEVIEWADVISORY.COM
Monthly Market Insights | January 2021
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
SAGEVIEWADVISORY.COM
What Our Kids Can Teach us About Saving Money
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
SAGEVIEWADVISORY.COM
Where Is the Market Headed?
Generate income and rebuild principal. A powerful one-two punch.
SAGEVIEWADVISORY.COM
Split Annuity Strategy
Best wishes for a safe, healthy, and successful New Year!
Some simple, inexpensive energy-saving tips that may help you save money.
SAGEVIEWADVISORY.COM
A Penny Saved is Two Pennies Earned
When considering a record keeping system for your business, you need to ask yourself some very important questions
SAGEVIEWADVISORY.COM
Keeping Good Records is Good Business
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
SAGEVIEWADVISORY.COM
Monthly Market Insights | January 2021
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
SAGEVIEWADVISORY.COM
What Our Kids Can Teach us About Saving Money
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
SAGEVIEWADVISORY.COM
Where Is the Market Headed?
Generate income and rebuild principal. A powerful one-two punch.
SAGEVIEWADVISORY.COM
Split Annuity Strategy
Best wishes for a safe, healthy, and successful New Year!
College, kids and costs.
SAGEVIEWADVISORY.COM
Getting a Head Start on College Savings
When considering a record keeping system for your business, you need to ask yourself some very important questions
SAGEVIEWADVISORY.COM
Keeping Good Records is Good Business
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
SAGEVIEWADVISORY.COM
Monthly Market Insights | January 2021
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
SAGEVIEWADVISORY.COM
What Our Kids Can Teach us About Saving Money
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
SAGEVIEWADVISORY.COM
Where Is the Market Headed?
Generate income and rebuild principal. A powerful one-two punch.
SAGEVIEWADVISORY.COM
Split Annuity Strategy
Never get stuck with the check again after watching this.
SAGEVIEWADVISORY.COM
No Cash, No Checks, No Problem
A home is the single largest financial commitment for most people. What mortgage fits you best?
SAGEVIEWADVISORY.COM
Choosing a Mortgage
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
SAGEVIEWADVISORY.COM
Are Alternative Investments Right for You?
College, kids and costs.
SAGEVIEWADVISORY.COM
Getting a Head Start on College Savings
When considering a record keeping system for your business, you need to ask yourself some very important questions
SAGEVIEWADVISORY.COM
Keeping Good Records is Good Business
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
SAGEVIEWADVISORY.COM
Monthly Market Insights | January 2021
Retirement may change your perception of investment risk.
SAGEVIEWADVISORY.COM
Your Changing Definition of Risk in Retirement
Concerned about the social impact of your investments?
SAGEVIEWADVISORY.COM
Investing with Your Heart
Never get stuck with the check again after watching this.
SAGEVIEWADVISORY.COM
No Cash, No Checks, No Problem
A home is the single largest financial commitment for most people. What mortgage fits you best?
SAGEVIEWADVISORY.COM
Choosing a Mortgage
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
SAGEVIEWADVISORY.COM
Are Alternative Investments Right for You?
College, kids and costs.
SAGEVIEWADVISORY.COM
Getting a Head Start on College Savings
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
SAGEVIEWADVISORY.COM
Monthly Market Insights | February 2021
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
SAGEVIEWADVISORY.COM
Once Upon a Goal
When was the last time you paid yourself first?
SAGEVIEWADVISORY.COM
Pay Yourself First
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
SAGEVIEWADVISORY.COM
Retirement Redefined
Retirement may change your perception of investment risk.
SAGEVIEWADVISORY.COM
Your Changing Definition of Risk in Retirement
Concerned about the social impact of your investments?
SAGEVIEWADVISORY.COM
Investing with Your Heart
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
SAGEVIEWADVISORY.COM
Year-End Charitable Gifting and You
Did you know that women control 51% of all personal wealth in the United States?
SAGEVIEWADVISORY.COM
Women on the Rise
What should you look for in a personal finance app?
SAGEVIEWADVISORY.COM
What to Look for in Personal Finance Apps
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
SAGEVIEWADVISORY.COM
Monthly Market Insights | February 2021
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
SAGEVIEWADVISORY.COM
Once Upon a Goal
When was the last time you paid yourself first?
SAGEVIEWADVISORY.COM
Pay Yourself First
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
SAGEVIEWADVISORY.COM
Weighing the Benefits of Prepaid Debit Cards
Even low inflation rates can impact your retirement outlook over time.
SAGEVIEWADVISORY.COM
Inflation - Back to the Future
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
SAGEVIEWADVISORY.COM
Year-End Charitable Gifting and You
Did you know that women control 51% of all personal wealth in the United States?
SAGEVIEWADVISORY.COM
Women on the Rise
What should you look for in a personal finance app?
SAGEVIEWADVISORY.COM
What to Look for in Personal Finance Apps
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
SAGEVIEWADVISORY.COM
Monthly Market Insights | February 2021
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
SAGEVIEWADVISORY.COM
Rightsizing for Retirement
Saving for college doesn’t have to be as complicated as college itself.
SAGEVIEWADVISORY.COM
Saving for College 101
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
SAGEVIEWADVISORY.COM
Weighing the Benefits of Prepaid Debit Cards
Even low inflation rates can impact your retirement outlook over time.
SAGEVIEWADVISORY.COM
Inflation - Back to the Future
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
SAGEVIEWADVISORY.COM
Year-End Charitable Gifting and You
Did you know that women control 51% of all personal wealth in the United States?
SAGEVIEWADVISORY.COM
Women on the Rise
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
SAGEVIEWADVISORY.COM
Are Alternative Investments Right for You?
There are many factors to consider before tapping retirement money to pay for college.
SAGEVIEWADVISORY.COM
Should You Tap Retirement Savings to Fund College?
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
SAGEVIEWADVISORY.COM
Rightsizing for Retirement
Saving for college doesn’t have to be as complicated as college itself.
SAGEVIEWADVISORY.COM
Saving for College 101
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
SAGEVIEWADVISORY.COM
Weighing the Benefits of Prepaid Debit Cards
Even low inflation rates can impact your retirement outlook over time.
SAGEVIEWADVISORY.COM
Inflation - Back to the Future
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
SAGEVIEWADVISORY.COM
Monthly Market Insights | March 2021
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
SAGEVIEWADVISORY.COM
Certain Uncertainties in Retirement
How literate are you when it comes to your finances? Brush up with these five basics.
SAGEVIEWADVISORY.COM
The Five Basics of Financial Literacy
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
SAGEVIEWADVISORY.COM
Are Alternative Investments Right for You?
There are many factors to consider before tapping retirement money to pay for college.
SAGEVIEWADVISORY.COM
Should You Tap Retirement Savings to Fund College?
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
SAGEVIEWADVISORY.COM
Rightsizing for Retirement
Some simple, inexpensive energy-saving tips that may help you save money.
SAGEVIEWADVISORY.COM
A Penny Saved is Two Pennies Earned
The sooner you begin investing, the longer your money can work for you.
SAGEVIEWADVISORY.COM
The Cost of Procrastination
Currency has been around for a long time. Here’s a quick #history lesson.
SAGEVIEWADVISORY.COM
The History of Currency
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
SAGEVIEWADVISORY.COM
Monthly Market Insights | March 2021
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
SAGEVIEWADVISORY.COM
Certain Uncertainties in Retirement
How literate are you when it comes to your finances? Brush up with these five basics.
SAGEVIEWADVISORY.COM
The Five Basics of Financial Literacy
