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Supplemental Group Life Insurance

Supplemental Group Life Insurance

Most companies offer their employees a range of benefits, including life insurance.  Many companies offer life insurance benefits at no cost to you, but the coverage level is often limited to relatively low amounts. ...

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Attention Is Back on Bitcoin

Attention Is Back on Bitcoin

Bitcoin is returning to the spotlight after the Securities and Exchange Commission (SEC) recently approved Exchange Traded Funds (ETFs) that hold Bitcoin futures. Investors are likely to see a marketing push promoting...

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Washingtonian Top Financial Advisor 2024

Washingtonian Top Financial Advisor 2024

SageVest Wealth Management is proud to announce that Jennifer Myers, CFP®, has been recognized by Washingtonian Magazine as a Top Financial Advisor for 2024.  This is the eighth time Jennifer has received this...

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A Robust Year for Investments

A Robust Year for Investments

Robust investment gains rewarded investors in 2023. Declines in inflation and interest rates stimulated both the economy and the markets. Significant growth was achieved despite a number of challenges, surprising some...

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How Tax Planning Can Help Your Bottom Line

How Tax Planning Can Help Your Bottom Line

While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan. Tax law is constantly changing, making it important to spend time evaluating how new changes could affect...

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2023 Year-End Financial Moves

2023 Year-End Financial Moves

As year-end approaches, it’s always a good time to ensure you’re positioned well financially to maximize financial benefits available to you.  Many opportunities must be captured before year-end, while others should be...

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The Ins and Outs of a HELOC

The Ins and Outs of a HELOC

Depending on the circumstance, a home equity line of credit (HELOC) could be a good option for you. A HELOC is a revolving credit loan that allows you to borrow against the equity in your home. There are several...

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Why You Should Have a HELOC

Why You Should Have a HELOC

When it comes to your financial stability, planning ahead is essential. A Home Equity Line of Credit (or HELOC) can gain you an added level of financial security for the future, and is best considered while you’re in a...

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