Sagent Wealth Management

05/14/2024

If you're considering rolling over your 401(k) into an IRA account, it's important to weigh the pros and cons. Pontera has published an informative article outlining some key factors to consider when making this decision. Take a look and feel free to reach out with any questions. We're here to help!

https://www.sagentwm.com/news/your-401k-to-rollover-or-not-to-rollover/

04/30/2024

Are you ready to chart a course to your financial destination? We think our complimentary financial plan is the perfect first step. Learn all about the benefits described in this article from the folks at Motley Fool and give us a call when you are ready for us to prepare yours!

https://www.fool.com/retirement/strategies/financial-planning/

03/21/2024

Financial planning is not just for retirees! Whether you've lost your job, gotten engaged, want to buy a home, or are getting divorced, financial planning can help you navigate any situation. Check out the attached article for a great breakdown of the pros and cons, as well as useful references. And if you need more personalized help, don't hesitate to reach out to me. Let's work together to find the best financial solution for you.

CNBC Select talks to certified financial planner Alicia R. Hudnett Reiss about when it makes sense to seek money advice from a professional.

03/05/2024

When it comes to rolling over your 401(k) you want to do it right and avoid taxation. Here are a couple of quick tips worth reviewing. Have more questions? Just reach out!

Here is a primer on the confusing world of tax-advantaged retirement accounts.

02/29/2024

When it comes to your 401(k) plan, what happens when you leave your employer or the plan ends? Don’t fret! You’ve got options. Check out this informative article that outlines the pros and cons of each option. Its always a good idea to be informed so you can make the best decision for your financial future. have any questions? Let us know!

https://www.fool.com/retirement/plans/401k/401k-to-ira/

09/18/2023

We'd like to buy you coffee. Click below to reserve a date.
https://conta.cc/3sYlhBm

The answers you've been looking for...   Let's Have Coffee. We'd like to invite you for a complimentary consultation over coffee. We also offer a complimentary financial checkup to evaluate your curre

09/08/2023

1-, 3-, 6- and 12-month US Treasury Notes are currently topping 5% over concerns for potential additional rate hikes.
May be bad inflation news, but good for investing.
Need help navigating? We can help. Consultations are complimentary. 833-773-0041


https://www.cnbc.com/2023/09/06/us-treasury-yields-investors-assess-interest-rate-outlook.html

08/21/2023

Are you a millennial (between 25-40 ish) and feeling uncertain about your financial situation? You are not alone. A recent study says 53% of millennials say their anxiety about finances keeps them up at night at least once a month. And 54% say financial anxiety is making them depressed.

The uncertainty of a post-covid world and inflation is causing much of the strife.

You don't have to worry. We can help you navigate the questions and concerns with our complimentary financial checkup. It's yours to keep, no commitment, just answers.

Give us a call 833-773-0041 or shoot us a text 949-625-0309. We can schedule something this week.
https://finance.yahoo.com/news/millennials-worried-finances-falling-depression-154856185.html

08/07/2023

Have you caught our van around town yet? Latest spotting was Saturday at the Farmer's Market.

If you see us, honk to say hi or send us a text: 949-625-0309.
We'd love to grab coffee with you!

08/01/2023

Have you visited us yet?

We welcome you to our office for a complimentary consultation and financial checkup.

We can help you with investment management, financial & estate planning, education savings accounts and much more.

We are right in Laguna at the Hobit Shops, on Glenneyre and Calliope - 1489 Glenneyre Street, Laguna Beach.

Call or text us to make an appointment: 949-625-0309.
We can't wait to chat.
www.Sagent Wealth Management

08/01/2023

What happened to that promised recession?

Real gross domestic product grew at an annualized rate of 2.4% in Q2, unemployment stands at 3.6% nationally, and wages are now growing quicker than inflation.

Yes, the interest rates were just raised by a quarter point on July 26th and are projected to raise again in the foreseeable future, however, the state of the US economy right now looks pretty good.

https://www.businessinsider.com/job-market-gdp-shows-dream-scenario-for-economy-recession-outlook-2023-7?_gl=1*khif89*_ga*MTY0MDQzMDg0NC4xNjY3MjQxMjcw*_ga_E21CV80ZCZ*MTY5MDQ3NzEyNi4yMzAuMC4xNjkwNDc3MTI3LjU5LjAuMA..