NEWS & INSIGHTS
For those who are charitably inclined, pause before you make cash gifts. You could be missing out on extra tax benefits by not following tax savvy gifting strategies. Here, we provide some insights to enhance your...
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 acting before December 31st. We’ve compiled a list of top...
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 2025. This is Jennifer’s twelfth and Dan’s fifth time...
Second homes can offer enjoyment and escape. However, they also generate higher expenses. New property taxes are adding another layer of expenses for second and luxury homes in various locations. These were recently...
Stocks continued their ascent, setting new all-time highs. U.S. stocks regained strength relative to international stocks, including a dramatic surge in small-cap stocks performance. Bonds and mortgage rates benefited...
The One Big Beautiful Bill Act (OBBBA), signed into law earlier this year, brought about many significant tax law changes. One of the lesser talked about, but important provisions of OBBBA is the enhancements to 529...
SageVest Wealth Management is thrilled to announce that Jennifer Myers has received Northern Virginia Magazine’s Top Financial Professional award for the 11th consecutive year. Each year, Northern Virginia...
SageVest Wealth Management is proud to announce that Dan Serra, CFP®, has been recognized by AdvisorHub as one of the Top 250 RIAs to Watch in 2025. We are thrilled that Dan’s delivery of exceptional service to...
Fireworks weren’t the only spectacle in Washington D.C. on July 4 as President Trump signed the One Big Beautiful Bill Act implementing new tax laws after weeks of wrangling between the House and Senate. A large number...
In April, stocks experienced extreme volatility in response to tariffs followed by a rebound to new all-time highs in late June. Moody’s Ratings downgraded the United States’ credit rating due to concerns of rising...
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