NEWS & INSIGHTS
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 Dow Jones Industrial Average and S&P 500 index climbed to new highs in the third quarter. The economy and the investment markets remain divided, but with economic improvements. Risks do exist, especially as we...
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...
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...
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...
SageVest Wealth Management is thrilled to announce that Jennifer Myers has been awarded Northern Virginia Magazine’s Top Financial Professional designation for the 6th consecutive year. Each year, Northern Virginia...
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...
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...
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...
Did you know that any child who has earnings from a part-time job is eligible to have a Roth IRA, even though they are not yet an adult? Establishing a Roth IRA on behalf of a child, funded either from your child’s...
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