Welcome To Sagemark Consulting
Jeff Nelson |
After decades of work with high net worth families, we pride ourselves on providing an extremely high level of service. Our wholistic approach to planning utilizes a cross-disciplinary review to develop a customized plan that is based on each client’s specific goals. We often find that our clients have had some professional work implemented in the past. We also find that previously implemented strategies have been implemented at various times, with various people involved, resulting in a lack of coordination with the overall plan. Closing these coordination gaps, as well as identifying new opportunities, often results in a significant financial benefit to the family.Newsletters
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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
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The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Savings Accumulation
Estimate the future value of your current savings.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.