Money on Tap

Money on Tap Welcome to “Money On Tap”, your personal finance headquarters where we bring out the professionals, experience, and some fun in what we call 3D Investing.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Securities and Investment Advisory services offered through SagePoint Financial Services, Inc. Memb

er FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through Brayshaw Financial Group, LLC. are independent of SagePoint Financial.

How much do you know about stocks?
29/08/2025

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

There are thousands of Exchange Traded Funds available. Should you invest in them?
27/08/2025

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

Stocks rose for a 3rd week in 4 as inflation data sent mixed signals. CPI steadied, boosting small caps, but PPI hit a 3...
25/08/2025

Stocks rose for a 3rd week in 4 as inflation data sent mixed signals. CPI steadied, boosting small caps, but PPI hit a 3-yr high. Eyes now on Fed’s Sept. meeting, key economic data, and earnings from Walmart, Home Depot & more.

Markets gained for a 3rd week despite mixed inflation signals. Investors eye Fed’s September meeting, key data, and earnings from top retailers.

The savings rate is the government’s estimate of how much U.S. households are saving.
25/08/2025

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
22/08/2025

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
20/08/2025

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
18/08/2025

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
15/08/2025

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

New episode tomorrow morning! Check it out on all streaming platforms
15/08/2025

New episode tomorrow morning!

Check it out on all streaming platforms

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
13/08/2025

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
11/08/2025

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

You face sequence of returns risk. Know what it is?
08/08/2025

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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