Word around the water cooler.

  1. Q3 2022 Market Update

    Equity and bond markets rallied in July to start the third quarter, but both sold off sharply again in August and September to establish new lows for the year. Here is an economic and market update from Sagace Wealth.

  2. Q2 2022 Market Update

    The second quarter was even more challenging for investors. It was the worst first half of the year for developed market equities in over 50 years. Here is an economic and market update from Sagace Wealth.

  3. Q1 2022 Market Update

    Between the Russia-Ukraine conflict, inflation, and interest rate hikes, many clients felt higher than normal volatility in their portfolio during the first quarter of 2022. Here is an economic and market update from Sagace Wealth.

  4. Expecting an inheritance? Four things to consider.

    When you receive an inheritance, you may be overwhelmed by your options and unsure of where to start. Here are four things Sagace Wealth recommends.

  5. What is Wealth Management? (And Is It Something That Would Help You?)

    Wealth management can help a family navigate their financial journey, including financial planning, investment management, estate/legacy planning, and tax strategies.

  6. Your CPA, Wealth Advisor, and Attorney Should Be Talking To Each Other.

    Our partnership with Spoor Law and SBF Accounting means that higher net worth clients can benefit from all three services working together. Hear answers to key questions on this integrated approach.