Gifting Appreciated Securities: A Tax-Efficient Strategy to Diversify Concentrated Stock Positions

  Written by: Christine Parker, CFP®, APMA™, CRPC™, CSRIC® Investors who hold significant positions in individual stocks face a unique challenge: while the growth potential is considerable, the risks associated with concentrated stock positions can be substantial. One way to address this challenge while supporting meaningful causes is through the tax-efficient strategy of gifting appreciated … Read More →

Sage Advice Series: Reflecting on Success and Looking Forward

The heart of any community lies in connection—and through the Sage Advice Series, we’ve witnessed just how powerful those connections can be. To everyone who has attended, shared and supported our events, thank you for making this series such a vital space for education, empathy and support in the world of senior care.   Creative Approaches … Read More →

Thank You for a Year of Caring Hearts

Your caring hearts have shone brightly during our End of Year Campaign and your generosity has been nothing short of incredible. Your support has helped us provide compassionate care to families and individuals navigating the daily realities of dementia. Because of you, we’re able to continue creating those vital moments of connection, dignity and comfort … Read More →

2024 Sagepoint Golf Tournament: Swinging for a Cause, Driving Change

Our 2024 Sagepoint Golf Tournament was an incredible success, and we couldn’t be more grateful to everyone who participated and contributed to making the day so special. Held at the beautiful Swan Point Yacht & Country Club on October 2, the event brought together golfers, sponsors and supporters from across the region, all united by … Read More →

Caring Hearts, Changing Lives: Support Sagepoint’s End-of-Year Campaign

Every day is filled with moments that define us—shared laughter, heartfelt conversations and quiet times with loved ones. But for many seniors in our community, these moments are becoming harder to hold onto as dementia and Alzheimer’s take their toll. At Sagepoint, we’re committed to ensuring that no one faces this journey alone, and this … Read More →