NEWS & INSIGHTS
SageVest Wealth Management is extremely proud to announce that Jennifer Myers, CFP® has earned a place in Washingtonian’s Top Wealth Adviser Hall of Fame. Jennifer’s mission for SageVest is to help individuals and...
Purchasing a home is likely the largest financial obligation that you might undertake in your life. It’s critical to evaluate mortgage options based on your specific situation and make a choice that aligns with your...
Buying a home is one of life’s largest investment decisions. For most individuals, their home is their greatest asset. For many first-time home buyers, the leap from renting to buying requires serious analysis. ...
Getting married is one of life’s most exciting events filled with planning and celebration. Wedding preparations might take center stage initially, but financial planning for the future is required for a successful...
The year 2023 brings several boosts to Americans’ finances thanks to SECURE 2.0 tax law changes and other inflation adjustments. Here we focus on key aspects regarding retirement savings potential and retirement...
A new year brings fresh outlooks and opportunities for your finances. This webinar focuses on: The current investment environment. Tax changes that affect your retirement. Important planning for inherited IRA accounts....
Intelligent money management is essential for young adults to equip them with the skills they need to make informed and responsible financial decisions in the future. Good habits and a solid foundation for financial...
If you’ve been thinking of installing solar panels on your home, the Inflation Reduction Act of 2022 provides further incentive to do so. For installations between 2022 and 2032, homeowners can deduct 30% of the cost...
The recent passage of the Inflation Reduction Act has brought about several changes related to the electric vehicle (EV) tax credit and qualification for the credit. (This impacts solar energy credits as well.)...
Stocks incurred their worst declines since 2008 and bonds suffered their heaviest losses in more than 100 years. Many decades-long investment trends reversed in 2022, reminding investors that investments always move in...
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