Sage Investment Advisers, LLC is pleased to announce another successful partnership with St. Jude in support of childhood cancer research. Through our joint efforts, we exceeded our fundraising target, providing essential support for the children and families affected by this important cause. From February 14th to April 1, 2024, Sage Investment Advisers, LLC initiated our annual campaign in collaboration with St. Jude. Our President, Jerry Schuder, conveyed, “At Sage Investment Advisers, LLC, we wish to extend our heartfelt appreciation to our friends, family, and clients for their invaluable contributions towards our St. Jude campaign. Initially set at $20,000.00, our fundraising goal for Valentine’s Day was surpassed by exceeding expectations with a total collection of $24,000.00. We feel privileged to provide these children with hope and are sincerely thankful for the unwavering assistance and encouragement received. We deeply appreciate your support.” Subsequent to the remarkable achievement of our fundraising initiative, St. Jude’s acknowledged our firm's generous donation through a letter of appreciation. Senior Development Director, Caroline Spiraco, stated in the correspondence addressed to our organization. " I am writing with deep gratitude for the incredible generosity you have demonstrated in supporting St. Jude and the Sage Investment Advisers LLC Share the Love for St. Jude Valentine's Day Campaign. We were thrilled with the success of the campaign, and it is because of the generosity of donors like you that we were able to provide critical support to the hospital. Your goal was $20,000 and we were blown away by the success of your effort with over $24,000 raised and donated!" Sage Investment Advisers, LLC is pleased to have collaborated with St. Jude to raise funds for essential services for children battling cancer. Our contributions will ensure these young patients receive necessary treatment without burdening their families with crippling debt. By alleviating financial pressures, families can focus on their child's well-being, offering them a renewed hope for a healthier future. Located in Poughkeepsie, NY, Sage Investment Advisers, LLC is an independent financial advisory firm specializing in services such as retirement planning, Social Security Optimization, and other vital financial solutions to support your present and future financial needs.

We give a financial tip each week on our social media pages! Follow us on Facebook and LinkedIn to keep up to date on our latest financial tips of the week. Click the link below to view the latest weekly financial tip of the week.

View the monthly investment letters we send out to our clients to keep them up to date on everything going on in the stock market and economy. Click below to view the latest monthly Sage Investment Advisers, LLC letter.

We hold our Zoom Financial Literacy Class periodically. Our guests and financial advisor clients are able to learn some tips and tricks about saving, budgeting, and investing to help grow their wealth.

With many fearing putting their hard-earned money into banks due to the closure of the two banks in Silicon Valley, many are investing in treasury bonds due to their safety of being backed by the government.

Choosing a financial advisor that best fits your financial needs can be a process. Every advisor may sound great on paper, but asking these 5 important questions can help you determine who is "right" for you, as certain answers can indicate red flags!

Congress has decided to sign off on Secure 2.0 that will usher in some rules and changes to the current status quo regarding retirement plans. Learn more about how these new changes will impact your current IRAs and 401(k)s.

Debt is one of the biggest stressors Americans face every day. A financial advisor may not be able to advise on how you can eliminate or consolidate debt, but they can provide alternative services to help you manage and eliminate your debt and keep you from falling back into debt.

Sage Investment Advisers, LLC has been honored with a new award. The firm has won the #24 spot as the fastest growing Wealth Management firm in the U.S. and the #1 fastest growing in the Hudson Valley, NY region.