Sawyer Wealth Management

Sawyer Wealth Management We are a family of trusted wealth preservation professionals dedicated to your security and legacy. Member FINRA & SIPC

At The Sawyer Group we provide quality guidance and strategic solutions for the financial and estate planning concerns of our clients. We are professionals that have developed a system
that educates our clients in planning their futures. Advisory services offered through Investment Advisors Corp., an SEC Registered Investment Advisor. Securities offered through Broker Dealer Financial Services Corp.

Even though retirees have historically flocked to Florida, Rhode Island and Delaware may be two great alternatives for t...
02/15/2023

Even though retirees have historically flocked to Florida, Rhode Island and Delaware may be two great alternatives for those ready to enjoy their golden years. That's according to Insider's analysis of various datasets to find the best states for retirees to live in. Based on their methodology, 20 states ranked above Florida.

Even though retirees have historically flocked to Florida, Rhode Island and Delaware may be two great alternatives for those ready to enjoy their golden years. That's according to Insider's analysis of various datasets to find the best states for retirees to live in. Based on their methodology, 20 s...

The Federal Reserve raised its target interest rate by a quarter of a percentage point on Wednesday, yet continued to pr...
02/14/2023

The Federal Reserve raised its target interest rate by a quarter of a percentage point on Wednesday, yet continued to promise "ongoing increases" in borrowing costs as part of its still unresolved battle against .

The Federal Reserve raised its target interest rate by a quarter of a percentage point on Wednesday, yet continued to promise "ongoing increases" in borrowing costs as part of its still unresolved battle against inflation.

You want to make sure your financial advisor is well rounded enough to handle all of your financial needs.
02/13/2023

You want to make sure your financial advisor is well rounded enough to handle all of your financial needs.

You want to make sure your financial advisor is well-rounded enough to handle all of your financial needs.

The worst is now behind us for this rate hike cycle as we have reached both peak hawkishness on the part of the Fed and ...
02/01/2023

The worst is now behind us for this rate hike cycle as we have reached both peak hawkishness on the part of the Fed and peak inflation, and better days may be ahead in 2023 for certain areas of the stock and bond markets, although not necessarily the economy.

The worst is now behind us for this rate hike cycle as we have reached both peak hawkishness on the part of the Fed and peak inflation, and better days may be ahead in 2023 for certain areas of the stock and bond markets, although not necessarily the economy.

There are new capital gains tax rates for 2023. What you need to know about short-term capital gains and long-term capit...
01/31/2023

There are new capital gains tax rates for 2023. What you need to know about short-term capital gains and long-term capital gains for 2023.

There are new capital gains tax rates for 2023. What you need to know about short term capital gains and long term capital gains for 2023.

As banks enter 2023, the gravity of rising rates has returned, with deposits once again fueling the industry. But rising...
01/30/2023

As banks enter 2023, the gravity of rising rates has returned, with deposits once again fueling the industry. But rising rates will do more than restore traditional revenue streams. The knock-on effects will reorient almost every part of banking, from tech investment to talent strategy and beyond.

As banks enter 2023, the gravity of rising rates has returned, with deposits once again fueling the industry. But rising rates will do more than restore traditional revenue streams. The knock-on effects will reorient almost every part of banking, from tech investment to talent strategy and beyond.

The recently passed Secure Act 2.0 is a major overhaul of retirement-saving laws. Financial advisors explain which provi...
01/29/2023

The recently passed Secure Act 2.0 is a major overhaul of retirement-saving laws. Financial advisors explain which provisions will affect their clients most.

The recently passed Secure Act 2.0 is a major overhaul of retirement-saving laws. Financial advisors explain which provisions will affect their clients most.

When the markets give you a temporary investment lemon, a Roth conversion lets you turn it into tax lemonade. However, h...
01/17/2023

When the markets give you a temporary investment lemon, a Roth conversion lets you turn it into tax lemonade. However, here are some situations in which now might not be the time for a Roth conversion.

When the markets give you a temporary investment lemon, a Roth conversion lets you turn it into tax lemonade. However, here are some situations in which now might not be the time for a Roth conversion:

Markets expect the U.S. Federal Reserve (Fed) to raise rates again on February 1, 2023, probably by 0.25 percentage poin...
01/12/2023

Markets expect the U.S. Federal Reserve (Fed) to raise rates again on February 1, 2023, probably by 0.25 percentage points to 4.5%-4.75%.

Markets expect the U.S. Federal Reserve (Fed) to raise rates again on February 1, 2023, probably by 0.25 percentage points to 4.5%-4.75%.

America's workers and retirees are getting some nice year-end gifts from Washington.
01/10/2023

America's workers and retirees are getting some nice year-end gifts from Washington.

America's workers and retirees are getting some nice year-end gifts from Washington.

The end of the year is upon us, and there are a few financial planning moves you can make to set yourself up for the yea...
12/27/2022

The end of the year is upon us, and there are a few financial planning moves you can make to set yourself up for the year ahead.

The end of the year is upon us, and there are a few financial planning moves you can make to set yourself up for the year ahead.

There are many tax-planning opportunities with charitable donations that you can take advantage of to give you the large...
12/22/2022

There are many tax-planning opportunities with charitable donations that you can take advantage of to give you the largest deduction possible. If you know that you will be in a higher tax bracket next year than you were this year, you may want to wait and take the deduction next year, when it will be greater. Large charitable gifts should also be planned carefully in order to maximize the deduction and minimize your out-of-pocket cost.

There are many tax-planning opportunities with charitable donations that you can take advantage of to give you the largest deduction possible. If you know that you will be in a higher tax bracket next year than you were this year, you may want to wait and take the deduction next year, when it will b...

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100 Painters Mill Road, Ste 420
Owings Mills, MD
21117

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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