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.

Summary: Sage Investment Advisers Named Best Financial Planner in the Hudson Valley 2025 Sage Investment Advisers, LLC, a fiduciary wealth management firm based in Wappingers Falls, has been named Best Financial Planner in the Hudson Valley for 2025 by Hudson Valley Magazine. The award highlights Sage’s trusted approach to retirement planning, investment management, and wealth preservation, serving clients across the Hudson Valley. This recognition adds to the firm’s growing list of honors, including multiple Five-Star Wealth Manager Awards, USA Today’s Best Financial Advisor Firm, and Daily Voice’s Readers’ Choice Award. President Jerry Schuder and Vice President Joe Guarneri credit the achievement to the team’s dedication to guiding clients with integrity and care.

Summary:  Sage Investment Advisers Partners with St. Jude to Support Childhood Cancer Research Sage Investment Advisers, LLC proudly partnered with St. Jude Children’s Research Hospital in a fundraising campaign from February 14 to April 1, 2025. With an initial goal of $20,000, the campaign surpassed expectations, raising $20,770 to support children battling cancer and their families. President Jerry Schuder thanked supporters for their generosity, noting the funds will help provide vital care and services. St. Jude recognized the firm’s efforts, emphasizing the impact of donor support in giving families hope and easing financial burdens. Based in Poughkeepsie, NY, Sage remains dedicated to both client financial well-being and meaningful community causes.

A financial advisor ca help you with investment advice, retirement planner, and a financial plan, but did you know they can also help with life insurance. Learn about the benefits of using a financial advisor for your life insurance plans and how they differ from an insurance agent.

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 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!