NEWS & INSIGHTS
2025 marked a third-straight year of stellar returns across virtually every major investment category. International stocks were the clear winners of 2025, followed by U.S. technology and AI companies. AI stocks...
As we usher in the New Year, it’s the perfect time to reassess your finances and set goals for a more secure and rewarding future. We offer our top ten financial New Year’s resolutions to help you enjoy a happy,...
The end of the year is the ideal time to update your retirement and other savings account contribution elections so that you’re prepared for the new year ahead. Having changes in place in January helps to ensure that...
When it comes to holiday seasons, birthdays, or helping a loved one with a financial need, family gifting may be one of your most meaningful objectives. It’s important to recognize, however, that gifts can have...
For those who are charitably inclined, pause before you make cash gifts. You could be missing out on extra tax benefits by not following tax savvy gifting strategies. Here, we provide some insights to enhance your...
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 acting before December 31st. We’ve compiled a list of top...
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 2025. This is Jennifer’s twelfth and Dan’s fifth time...
Second homes can offer enjoyment and escape. However, they also generate higher expenses. New property taxes are adding another layer of expenses for second and luxury homes in various locations. These were recently...
Stocks continued their ascent, setting new all-time highs. U.S. stocks regained strength relative to international stocks, including a dramatic surge in small-cap stocks performance. Bonds and mortgage rates benefited...
The One Big Beautiful Bill Act (OBBBA), signed into law earlier this year, brought about many significant tax law changes. One of the lesser talked about, but important provisions of OBBBA is the enhancements to 529...
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