NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owners are licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owners are licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owners of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information
Newsletters
-
HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility
Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.
-
Signs of a Scam…and How to Resist It
Discover four common practices that might help you identify and avoid scams.
-
What a Relief! Congress Acts Against Surprise Medical Bills
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.