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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...
The notion of retirement is both alluring and complex. It’s the period in your life when you want to enjoy yourself, in good health, with the resources available to fulfill a variety of life ambitions. Today, your...
Most employers offer group life and disability insurance coverage. While this is an important benefit for employees, it doesn’t mean that you’re adequately covered. In fact, if that’s all the coverage you have, you...
The cost of healthcare is a common concern for most Americans. For retirees, it’s often their number one financial priority. A combination of quickly rising health insurance costs and the potential for increased...
For decades, home sizes have been increasing. The average American home today is about 1,000 square feet bigger than it was in the 1970s. Now, however, a competing trend is emerging. Led by the ‘Tiny House’ movement,...
SageVest Wealth Management recently released our quarterly commentary for year-end 2016. Highlights are as follows: - The first quarter set new market highs in the Dow Jones Industrial Average and S&P 500 indices....
Target-date funds have made investing easier over the past few decades, offering investors a one-stop investment solution. Also known as life-cycle or age-based funds, they comprise of a mix of holdings that alter over...
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