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Inflation and Your Investments

Inflation and Your Investments

Anyone who has made a purchase recently, from gas to groceries, has felt the effects of the current inflation spike.  Unfortunately, even investments have not been spared. Many people are understandably concerned about...

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Health Savings Accounts (HSAs)

Health Savings Accounts (HSAs)

With healthcare expenses on the rise, we regularly meet with people who have questions about health savings accounts (HSAs). A health savings account can be a powerful tool in your financial planning arsenal.  Yet, we...

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2022: New Year Brings New Tax Planning

2022: New Year Brings New Tax Planning

While the first months of the year are busy with filling out income tax forms or sending documents to your CPA, lowering your taxes should be a year-round effort. Being aware of tax law changes and how you can benefit...

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Washingtonian Top Financial Advisor 2022

Washingtonian Top Financial Advisor 2022

SageVest Wealth Management is delighted to announce that Jennifer Myers, CFP®, has been recognized by Washingtonian Magazine as a Top Financial Advisor for 2022.  This is the seventh time Jennifer has received this...

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