Stocks continued upward momentum to start the year. Inflation has been sticky, moving slightly higher and perhaps delaying Fed rate cuts. Commercial real estate and issues in China present potential challenges ahead. A...
NEWS & INSIGHTS
Webinar: Your Money — What You Need to Know for 2024
As we begin the year, investors ponder if the strength of the markets in 2023 will extend into 2024. We discuss the factors that drove market performance last year, the financial landscape as we enter 2024, and the...
Supplemental Group Life Insurance
Most companies offer their employees a range of benefits, including life insurance. Many companies offer life insurance benefits at no cost to you, but the coverage level is often limited to relatively low amounts. ...
Attention Is Back on Bitcoin
Bitcoin is returning to the spotlight after the Securities and Exchange Commission (SEC) recently approved Exchange Traded Funds (ETFs) that hold Bitcoin futures. Investors are likely to see a marketing push promoting...
Washingtonian Top Financial Advisor 2024
SageVest Wealth Management is proud to announce that Jennifer Myers, CFP®, has been recognized by Washingtonian Magazine as a Top Financial Advisor for 2024. This is the eighth time Jennifer has received this...
A Robust Year for Investments
Robust investment gains rewarded investors in 2023. Declines in inflation and interest rates stimulated both the economy and the markets. Significant growth was achieved despite a number of challenges, surprising some...
Financial Planning for the LGBTQ Community
For LGBTQ couples, it is important to recognize the need for custom financial planning. This becomes more important for those in a relationship that lacks the financial and legal rights of married couples. All couples...
How Tax Planning Can Help Your Bottom Line
While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan. Tax law is constantly changing, making it important to spend time evaluating how new changes could affect...
2023 Year-End Financial Moves
As year-end approaches, it’s always a good time to ensure you’re positioned well financially to maximize financial benefits available to you. Many opportunities must be captured before year-end, while others should be...
The Ins and Outs of a HELOC
Depending on the circumstance, a home equity line of credit (HELOC) could be a good option for you. A HELOC is a revolving credit loan that allows you to borrow against the equity in your home. There are several...
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