2020 Tax Planning (Oct 30, 2020)

SageVest Wealth Management takes a proactive approach in all facets of our advice, including tax planning. Many individuals are facing income and tax changes in 2020, whether due to Covid-19 impacts on your earnings, the waiving of RMDs, additional charitable giving or other adjustments. As the year is quickly drawing to a close, it’s time to focus on year-end tax planning opportunities that might be available to you.

Please contact us before November 30th to discuss tax considerations. This allows adequate time for planning and implementation of appropriate tax-planning strategies.

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Family Financial Tips During Covid-19 (Oct 2, 2020)

Parents are facing immeasurable challenges during Covid-19 as they juggle work, family, school, health and finances. Some families are finding that they’re saving money during Covid-19, but many are watching their expenses increase, or they’re wondering how much they can spend to “survive” the pandemic. Worse, some parents are questioning how they can continue to work. On our sister site, SageVest Kids, we offer several financial aspects to consider as you navigate this difficult time. Read full article here.


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Jennifer Myers Recognized As A Five Star Wealth Manager 2020 (Sep 30, 2020)

Jennifer Myers is dedicated to helping clients fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies. She maintains close working relationships with clients to ensure that investment portfolios and broader financial objectives remain appropriately aligned.

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8 Easy Estate Planning Tips That People Frequently Forget (Sep 23, 2020)

During the current global pandemic, there’s been a rush for people to obtain insurance and update their legal documents such as Powers of Attorney, Wills and Revocable Trusts. While updating your legal documents is a smart step, people frequently forget key actions that can be critical to the implementation of your wishes for you and your loved ones. Here’s a list of eight easy estate planning tips that people frequently forget, and that subsequently can create big problems.

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Reversing Your 2020 RMD – August Deadline Looming (Aug 4, 2020)

The CARES Act implemented several measures to help Americans during coronavirus, including the ability to skip taking taxable Required Minimum Distributions (RMDs) for tax year 2020. However, the Act went into effect on March 27, 2020, after many people had already taken their 2020 RMDs earlier in the year. The IRS has since issued guidance allowing individuals to reverse their RMDs if completed by August 31, 2020.

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Investment Actions During COVID-19 (Jul 24, 2020)

Hopefully you’ve heard the adage of “buy low, sell high.” With segments of the stock market experiencing significant recoveries, this is an important concept in terms of your investment strategy. We explore what we’ve been doing as part of our disciplined investment management process and considerations at a broader level.

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The 2020 Investment Rollercoaster Ride (Jul 13, 2020)

SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include:

  • Stocks stage the strongest recovery in more than 20 years.
  • The U.S. and countries around the world have largely reopened for business, still with massive unemployment remaining.
  • The world and the financial markets wait to see the impacts of the virus as social and business activity resumes.
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