We strive to make sure our clients are aware of issues that can change the landscape for their financial decisions. Legislative changes, tax law, and financial products are constantly evolving. We participate in a variety of workshops and seminars to keep pace with these changes.
In order to keep you informed we disseminate information through our Sage Solutions periodical; through participation and sponsorship of webinars; and by speaking at seminars at various locations around the country. We hope the topics we cover are useful to you and your family and help keep you informed.
Please click on the links below to be directed to any areas that are of interest.
News & Events
UPCOMING EVENTS
11/2011- Investment Management Summit Meeting
Frank M. Antalek, Chief Portfolio Strategist and President of Sage Hill was invited to an exclusive event sponsored by Financial Times, November 9th. The Investment Management Summit, was held at the New York Stock Exchange and hosted key members of the top ranked investment advisor firms nationally.
The Summit provided an opportunity to gain a better understanding of market conditions and how economic and political forces were impacting various investment vehicles. Speakers ranging from the Director of Economic Studies at Harvard University to Managing Director, Deutsche Bank helped attendees better understand the challenges investors are facing today.
Upon his return, Frank shared his experience with the rest of the Sage Hill team including a photo from the bell ringing podium on the floor of the exchange. He commented that the conference provided ample opportunity for participants to share ideas on how to better serve their clients and was glad to report that our protocols and investment methods were on par with advisors from firms much larger than Sage Hill. Sage Hill was ranked highly as the 4th fastest growing RIA in the country by FA magazine.
11/2011 Community Foundation Meeting – Strengthening the Nonprofit Community Mary Becker and Phil Toffel participated in this symposium of professionals providing technical tax, legal and financial counsel to non-profit organizations and their significant donors.
PAST EVENTS
7/2011 - According to a survey conducted by Financial Advisor magazine, Sage Hill has been ranked 4th out of 454 Registered Investment Advisors nationally for percentage year-over-year growth in total client managed assets.
6/2011 - Philip Toffel and Frank Antalek will speak before a group of the most successful franchisees of YUM Brands regarding Estate and Succession Planning issues in San Francisco
3/2011 - Philip Toffel and Thom Robb, of Time Financial, will host a webinar on the ins and outs of Banker Owned Life Insurance, BOLI, and its ability to solve multiple needs for bank owners. For more information or to register for this event, please contact us.
3/2011 - Independent Community Bankers of America hosts its national convention in California. Philip Toffel will be joining the bankers and speaking at a forum on Succeeding your Business to Next Generation.
To obtain the slides used in this presentation please click here.
1/2011 – Philip Toffel and Frank Antalek will be hosting a webinar, Estate Planning Using LESS Life Insurance. For more information or to register for this event, please contact us.
Newsletters
Sage Solutions
Investment Market Dynamics August vs. October - by Frank M. Antalek - pdf download
Sudden Wealth, How Do You Manage It? - by Mary Becker, CFP ® - pdf download
The Deferred LLC - by Alan Brown, JD and Eric Mann, JD, CPA - pdf download
Could Prices of Farmland be the Next Big Bubble? - pdf download
Transfer Tax and Succession Planning - Seize the Moment - by Scott Nelson - pdf download
Family Memo - by Phil Toffel - pdf download
12 Top Issues of Concern and Interest for Affluent Buyers of Personal Insurance - by Patrick Gillotti - pdf download
How to Develop the Next Owner of Your Business- by Michael L. Stern, PhD - pdf download
Trends Impacting Liability Risk for the Affluent - by Peter Piotrowski - pdf download
Fees – Taxes vs Sage Hill - pdf download
Life Insurance as an Asset Class- by Ernest Baptista and Jerry Tisser - pdf download
Estate Planning Case Study - pdf download
What Should Affluent Families Be Considering NOW? - pdf download
Can I Deduct That? - An Overview of Hobby Losses - pdf download
Salient Points of the current tax act signed by the House Thursday evening - pdf download
What is the Probability of Being Audited by the IRS? - pdf download
Determining Business Value: Step Two of the Seven Step Exit Planning Process - pdf download
Time: Too Little or Too Much - pdf download
Working On - Not In - Your Business - pdf download
Is it Time for a New Asset Allocation Approach? - pdf download
Case Study – A Strategy for Investment Success - pdf download
Estate Planning: Grantor Retained Annuity Trust (GRAT) - pdf download
Value Building Step Two: Putting Business Fundamentals in Order - pdf download
The Life Insurance Review - pdf download
Identity Theft - pdf download
How to Prepare Your Business for Succession - pdf download
What is My Business Worth? - pdf download
Personal Pension Plan - pdf download
Fixed-Rate NDQC Plans Return - pdf download
Setting Exit Objectives - pdf download
Liability Risk - pdf download
Exit Planning - pdf download
Indecision: The Wrong Decision - pdf dowload
Your Mayo Clinic Estate Plan/Life Insurance Review - pdf dowload
How to take the Financial Stress Out of Retirement - pdf download
Estate Tax Legislation Outlook Before Sunset - pdf download
Using the Silver Lining to Create the Perfect Storm (Good News about Bad Markets) document download
by Philip J. Toffel - CEO Sage Hill Advisory and Management LLC and
Robert Mairs, Esq. - Principal, Gray Plant Mooty
Executive Decisions by Richard Dunn and Phil Toffel - pdf download
Sage Hill Wise Advice Sheets - pdf download
10 Biggest Mistakes People Make Regarding Their Wealth
Planning for the Once Mighty Estate - pdf download
Sage Hill Advisory & Management is featured in an article by The Albany Business Review
Sage Hill Vault
The Sage Hill Vault is your personal web-based access to your valuable documents, account information, and financial data. With unlimited access at anytime, from anywhere in the world, you have real-time availability to collaborate with all your advisors when you have to make a quick decision or just when you are thinking about your financial future. Features include:
Secure online access to important documents
Online access to such other important items as medical records,
passports, family photos, etc.
Secure maintenance of all financial data in one location
Portfolio summaries and analyses
Financial index data
Community Bankers of America Sage Hill Advisory is an associate member of ICBA and offers to member banks a resource for Succession Planning and Private Wealth Management Advisory. www.icba.org
