A Healthy Perspective On Market Concerns (Oct 8, 2015)

The third quarter was hopefully a time of enjoyable vacations, but it was also a time of tumult in the markets.

Performance among stocks was ugly, bringing the first correction since the autumn of 2011. Broad US stock markets were down 7% to 9% for the quarter and international stocks ended down more than 12%.

The only asset class that was positive was bonds.

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Death Of A Family Member Checklist (Sep 10, 2015)

Losing a loved one is a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual’s estate, and provide for your own financial security.

SageVest Wealth Management offers the following checklist as a guide.

Note: Some of the following tasks may have to be completed by the estate’s executor.

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Top Ten Financial Tips For Teens Heading To College (Aug 21, 2015)

Across the nation, parents are bidding a tearful goodbye as their excited teenagers head to college for the first time … or bidding on that home fitness center on eBay, as they turn their son or daughter’s room into an in-home gym before the car’s even left the driveway.

We can’t help with the emotional aspects, or with putting the workout equipment together. But when it comes to nurturing financial skills and wisdom, SageVest Wealth Management and SageVest Kids are valuable resources for you and your family. Following are a number of points we recommend discussing with your teenager, or in collaboration with one of our advisors, with a goal of launching your young adult on the road to life success as well as the road to college.

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International Markets – Greece, Puerto Rico And China (Jun 26, 2015)

A docile second quarter proved to be anything but calm in its final week as a convergence of international events in Greece, Puerto Rico and China captured headlines and erased second quarter market gains. The quarter end’s sudden drop occurred in spite of continuing improvement in the U.S. economy and in many of the world’s larger market economies. The next few weeks could determine if continued economic recovery is enough to fuel a full seven-year bull market rally.

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Enriching Your Life: Your Relationship With Money (Jun 25, 2015)

Money is a valuable resource that can improve our quality of life and help us to accomplish our life goals. Fostering a healthy outlook towards money is an important aspect of achieving a more positive life balance. As part of our educational Speaker Series, SageVest Wealth Management recently hosted renowned author, speaker and money coach, Olivia Mellan. Olivia shared expert advice about factors that influence how we connect with our wealth, and the importance of having a trusted financial advisor like SageVest Wealth Management to help achieve money harmony.

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Year 7 Of A Bull Market: Three Key Questions You Should Consider (Jun 10, 2015)

It’s always important to evaluate your investment structure, and perhaps more so today, as the U.S. equity markets are now in their seventh year of a bull market cycle. This is not the longest or greatest bull market in history, but it is now the S&P 500’s third longest and fourth strongest bull market since 1929. It’s also well beyond the averages. This means it might be a good time to take stock of your stock market exposure and ask yourself three key questions.

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Travel Secrets For A Vacation To Remember (May 12, 2015)

Have you dreamed of peaceful moments in the Sistine Chapel? Have a hankering for Havana? Or are you seeking spiritual solitude in the Sacred Valley of the Incas?

SageVest Wealth Management recognizes the unique opportunities that financial success can provide, including the freedom to travel and the cherished memories it can create for you, your family, and friends. Join us on a whirlwind tour, as ABC News Travel Editor, Genevieve Shaw Brown, offers an insider’s guide to some of the world’s most uncommon cultural sites – and tips on experiencing them for yourself. So kick off your shoes, relax, and see where your wealth can take you.

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The Making Of World Champions (Apr 21, 2015)

Giving Sagely – An Occasional Series from SageVest Wealth Management Highlighting Charitable Causes

Henry Wadsworth Longfellow said: “The life of a man consists not in seeing visions and in dreaming dreams, but in active charity and in willing service.”

But what happens when you combine “dreaming dreams” with “active charity”? The answer is: World Champions!

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Winds Of Change: The Rising U.S. Dollar (Apr 9, 2015)

So far, 2015 marks a distinct reversal in U.S. market dominance as large-cap stocks floundered while international stocks thrived. The S&P 500 index and the Dow Industrial Average experienced significant up and down days, but ultimately moved nowhere.

What happened?

Largely, a dramatic rise in the U.S. Dollar, placing our companies at a competitive disadvantage.

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An Open, Honest Discussion About Fees (Apr 2, 2015)

SageVest Wealth Management recently came across an article in the New York Times that predominantly discussed mutual fund fees and alleged investment advisory conflicts. The public commentary in this and other similar pieces is well-intentioned, with an objective of helping investors plan for retirement. However, we are concerned that some discussions lack clarification and that, worse, they could scare Americans away from saving for their futures.

It seems timely to offer a few words on the advantages of working with a Registered Investment Advisor and fiduciary like SageVest Wealth Management, as well as important information to give you peace of mind about our services and how we structure the investments in client portfolios.

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