Sagient

Sagient We work to achieve this vision by following three core principles.

Our Vision
To provide holistic financial planning, delivering long-term prosperity and peace of mind for our clients across every aspect of their financial future.

Revenue sharing vs. NIL: revenue sharing is paid directly by your school (up to ~$20.5M per school in 2025–26 under the ...
10/12/2026

Revenue sharing vs. NIL: revenue sharing is paid directly by your school (up to ~$20.5M per school in 2025–26 under the House settlement); NIL is paid by outside brands and collectives. Both are generally taxable. Educational only.

39.9% of registered nurses report intent to leave the workforce or retire within 5 years. Stress, burnout, and understaf...
10/10/2026

39.9% of registered nurses report intent to leave the workforce or retire within 5 years. Stress, burnout, and understaffing are among the most cited reasons. Whatever's behind your timeline, your financial plan should be ready for it.

10/09/2026

Think estate planning is complicated? Discover why doing nothing could lead to court battles and tax issues for your heirs.

Not all wills are built the same. From a simple will to a pour-over will to a testamentary trust will, here's what each ...
10/08/2026

Not all wills are built the same. From a simple will to a pour-over will to a testamentary trust will, here's what each one actually does — and factors to consider when discussing your situation with an estate planning attorney.

The 529-to-Roth IRA rollover, explained: up to $35,000 lifetime, the 529 must be 15+ years old, and only contributions f...
10/07/2026

The 529-to-Roth IRA rollover, explained: up to $35,000 lifetime, the 529 must be 15+ years old, and only contributions from more than 5 years ago qualify. One potential option for certain overfunded accounts, subject to IRS requirements and eligibility rules. Source: SECURE 2.0 Act.

Myth: Wealthy families tend to stay wealthy. Fact: 70% lose their wealth by the second generation, 90% by the third. ...
10/06/2026

Myth: Wealthy families tend to stay wealthy. Fact: 70% lose their wealth by the second generation, 90% by the third.

Your first NIL deal: what should you check before you sign? Deliverables, term length, content ownership, exclusivity, a...
10/05/2026

Your first NIL deal: what should you check before you sign? Deliverables, term length, content ownership, exclusivity, and who handles the taxes. Deals of $600+ generally must be reported to the NCAA's NIL Go platform. Get it in writing. Educational only.

Money skills aren't taught in school — nursing school or otherwise. Cash flow, budgeting, debt strategy, and an emergenc...
10/03/2026

Money skills aren't taught in school — nursing school or otherwise. Cash flow, budgeting, debt strategy, and an emergency fund cover most of what people actually struggle with. Here's where to start.

10/02/2026

Ever felt like the drama in 'Succession' hits too close to home? Join Paul and Andrew as they dive into the relatable family dynamics and emotional challenges that mirror real life.

A Sagient advisor can walk you through what an estate plan looks like for your family.

The difference isn't the money — it's the readiness. With a plan, decisions are documented and family members may have g...
10/01/2026

The difference isn't the money — it's the readiness. With a plan, decisions are documented and family members may have greater clarity. Without one, courts may determine certain matters under applicable law.

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200 N Pacific Coast Highway, Suite 1825
El Segundo, CA
90245

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