Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno. “We are delighted to welcome Brian Loy and the Sage team to Wealthspire,” said Mike … [Read more...] about Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm
Sage Financial Advisors
Investment StrategiesA Guide for Business Owners
One of the top questions for business owners looking for solid investment strategies is: “Why are you in business?” That question, said Brian Loy, president, Sage Financial Advisors, applies both to why business owners get out of bed in the morning, and to one of the reasons for running a business; to make money. The answer to the question becomes one of the three legs of a … [Read more...] about Investment Strategies
Investment StrategiesA Look at Today’s Market
While every investor should have their own financial goals and strategies to achieve those goals, 2019 is proving to be a solid year for most of those goals. Investment advisors are quick to recommend investors meet with advisors to best analyze their long-term and short-term financial goals and build those strategies, but that advice doesn’t change the general rules of … [Read more...] about Investment Strategies
Do You Think Nevada Is Still a Tax Friendly State?
“Absolutely! Living in Nevada with no state income tax is a big deal. Especially for Californians who are sick and tired of paying considerably more income tax on their hard earned income.” Mike Mixer, Executive Managing Director | Las Vegas, Colliers International “Nevada is certainly still a tax friendly state, especially as compared to states like California where we moved … [Read more...] about Do You Think Nevada Is Still a Tax Friendly State?
Wealth Management: Setting and Obtaining Financial Goals
Short and long-term financial goals for CEOs, other executives and business owners might include buying a home, putting their children through college, retiring at a certain age or leaving a legacy, perhaps their business, to their heirs. It’s important for high net worth people to determine now what they’d like to achieve, develop a plan to reach their goals, write it down and … [Read more...] about Wealth Management: Setting and Obtaining Financial Goals
Investment Strategies: Designing the Perfect Portfolio
When it comes to investing, there is no shortage of strategies. Through a variety of resources from books to television to online, potential investors are inundated with information on the topic. The trick for any investor is how to turn that overload of investing information into a long-term investment strategy that will allow them to achieve their financial goals. For most … [Read more...] about Investment Strategies: Designing the Perfect Portfolio
A Primer on Estate Planning: Be Prepared
Estate planning is one of those tasks everyone knows is important, but few do eagerly. After all, staring the Grim Reaper in the face to figure out how to distribute assets isn’t fun. However, postponing the decisions is a mistake. Jeffrey Burr, an attorney specializing in estate planning, explained many of the threats that lurk. “Just being unprepared” tops the list, he … [Read more...] about A Primer on Estate Planning: Be Prepared
Industry Focus: Investment Firms
With the economic downturn, the investment landscape has changed significantly. Investors are much more careful about where they put their money and investment firms are facing a multitude of new regulations. Recently, executives representing various investment firms met at the Las Vegas offices of Snell and Wilmer to discuss these issues and what the future of their industry … [Read more...] about Industry Focus: Investment Firms
Industry Focus: Investment Firms
The financial services industry has experienced a few rough years but, like many other industries, is beginning to see a bit of a turn-a-round. With individuals beginning to show an interest in wise investments and a slow unclenching of funds, the financial industry is poised for a good year. Connie Brennan, publisher of Nevada Business Magazine, served as moderator for the … [Read more...] about Industry Focus: Investment Firms