NEWS & INSIGHTS
A lot of fast-paced changes have occurred since President Trump took office, such as tariffs recently taking effect. While politics have historically played a small role in investment performance, some investors are...
SageVest Wealth Management is proud to announce that Jennifer Myers, CFP®, has been recognized by Washingtonian Magazine as a Top Financial Advisor for 2025. This is the ninth time Jennifer has received this...
The S&P 500 posted a second year of returns in excess of 20%. U.S. stocks rallied throughout the year, ending in double-digit returns, despite worries about an election year. CPI inflation figures dipped into the...
Most people think of retirement as a period when you live comfortably, with the time, money, and other resources available to enjoy a fulfilling lifestyle. To achieve these retirement goals, you need to plan ahead...
As year-end approaches, it’s a good time to ensure you’re positioned to maximize your financial benefits and tax opportunities. This frequently requires taking action before year-end. We’ve compiled a list of top...
As year-end and the holidays approach, many people are eager to make monetary donations. While it’s always been essential to research any charity prior to donating, the profusion of online donation platforms, such as...
SageVest Wealth Management is proud to announce that Jennifer Myers and Dan Serra have received the Five Star Wealth Manager Award for the Washington, DC area for 2024. This is Jennifer’s eleventh and Dan’s fourth time...
Stocks and bonds ascended. The Fed cut interest rates for the first time since driving rates higher in 2022. Significant reversals in stock market sector performance demonstrate the risk of chasing and timing the...
The true meaning of financial independence is different for everyone. For some people, financial independence is the ability to buy a house, or to support oneself in retirement. For others, it’s the ability to transfer...
Employees often have the opportunity to take part in a benefit called the Employee Stock Purchase Plan (ESPP). This allows employees to buy up to $25,000 a year in company stock at a discount, sometimes up to 15%. This...
Make a wise investment
in your future today.