Word around the water cooler.

  1. 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.

  2. 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.

  3. 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.

  4. What Did the GameStop Frenzy Mean for Investors?

    If you followed the GameStop stock story, you probably have a lot of questions about how it affects your investment future.

  5. 2021 Investment Outlook

    Now is a good time to think about investment opportunities in 2021 as the economy recovers from the pandemic, and Sagace Wealth has advice for investors.

  6. Selling Your Business? What You Need to Know in 2021.

    A Q&A on Wealth Transition and Succession Planning.