Client Login
NEWS & INSIGHTS
The word ‘retirement’ often has the connotation of an immediate and complete transition out of the workforce and into an uninterrupted life of leisure. However, for many individuals, full-time retirement might seem too...
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...
SageVest Wealth Management recently released our quarterly commentary for the second quarter of 2017. Highlights are as follows: - The first half of the year marks one of the strongest upturns in stocks in recent...
Whether you’re working or retired, if you’re like most people, one of your primary goals is to enjoy more vacation time and travel. Time away allows you to relax and recharge your batteries, as well as explore and...
Learning about money as a resource for life achievement is a critical aspect of your child’s development. You can encourage financially savvy kids through age-appropriate activities and responsibilities that focus on...
As the long, hazy days of summer stretch ahead, it can prove challenging to find fun summer activities for your kids and yourself that keep everyone happy and occupied without breaking the bank. SageVest Wealth...
Washington DC residents have long been underserved and underrepresented. While we don’t have any updates on representation, SageVest Wealth Management does have good news about college saving options for DC residents,...
Jennifer Myers, CFP ® established SageVest Wealth Management in May 2007, to provide high quality, customized, and comprehensive investment management and financial planning services to individuals, families, and...
The stock market’s rally during President Trump’s first 100 days in office has been impressive, with post-election performance surpassed only by the stock market surge following President Kennedy’s election. As...
Congratulations if your child, grandchild, or other family member is about to graduate from college! Attaining a degree is an accomplishment worthy of celebration. It’s also a time for your grad to transition into...
Focus on your family’s financial best interests with customized wealth strategies