Most people think of retirement as a period when you live comfortably, with the time, money, and other resources available to enjoy a fulfilling lifestyle. To achieve these retirement goals, you need to plan ahead...
NEWS & INSIGHTS
2024 Year-End Financial Moves
As year-end approaches, it’s a good time to ensure you’re positioned to maximize your financial benefits and tax opportunities. This frequently requires taking action before year-end. We’ve compiled a list of top...
Before You Donate, Do Your Research
As year-end and the holidays approach, many people are eager to make monetary donations. While it’s always been essential to research any charity prior to donating, the profusion of online donation platforms, such as...
Jennifer Myers and Dan Serra Recognized as Five Star Wealth Managers 2024
SageVest Wealth Management is proud to announce that Jennifer Myers and Dan Serra have received the Five Star Wealth Manager Award for the Washington, DC area for 2024. This is Jennifer’s eleventh and Dan’s fourth time...
An Ideal Investment Environment: 2024 Third Quarter Commentary
Stocks and bonds ascended. The Fed cut interest rates for the first time since driving rates higher in 2022. Significant reversals in stock market sector performance demonstrate the risk of chasing and timing the...
8 Tips for Financial Independence and Success
The true meaning of financial independence is different for everyone. For some people, financial independence is the ability to buy a house, or to support oneself in retirement. For others, it’s the ability to transfer...
Should You Participate in an Employee Stock Purchase Plan (ESPP)?
Employees often have the opportunity to take part in a benefit called the Employee Stock Purchase Plan (ESPP). This allows employees to buy up to $25,000 a year in company stock at a discount, sometimes up to 15%. This...
Northern Virginia Magazine Top Financial Professionals Award 2024
SageVest Wealth Management is proud to announce that Jennifer Myers has received Northern Virginia Magazine’s Top Financial Professional award for the 10th consecutive year. Each year, Northern Virginia Magazine polls...
Planning for Care Needs of an Aging Parent
If there’s one thing that could derail a successful retirement, it’s the unplanned need for advanced medical care. This can result from injury, disease, handicap, dementia, or overall decline. Without a proper plan, a...
A Healthy First Half of the Year
Investment returns trended higher despite a slump in April. Recent data on the economy and inflation raises hopes of a Fed rate cut before year-end. The June presidential debate added a new level of unknown as we...
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