NEWS & INSIGHTS
The transition into retirement brings a number of options about lifestyle, relaxation, and enjoyment. It also requires decisions about how to supplement your income from your retirement savings, if needed. Here are a...
Stocks continued upward momentum to start the year. Inflation has been sticky, moving slightly higher and perhaps delaying Fed rate cuts. Commercial real estate and issues in China present potential challenges ahead. A...
As we begin the year, investors ponder if the strength of the markets in 2023 will extend into 2024. We discuss the factors that drove market performance last year, the financial landscape as we enter 2024, and the...
Most companies offer their employees a range of benefits, including life insurance. Many companies offer life insurance benefits at no cost to you, but the coverage level is often limited to relatively low amounts. ...
Bitcoin is returning to the spotlight after the Securities and Exchange Commission (SEC) recently approved Exchange Traded Funds (ETFs) that hold Bitcoin futures. Investors are likely to see a marketing push promoting...
SageVest Wealth Management is proud to announce that Jennifer Myers, CFP®, has been recognized by Washingtonian Magazine as a Top Financial Advisor for 2024. This is the eighth time Jennifer has received this...
Robust investment gains rewarded investors in 2023. Declines in inflation and interest rates stimulated both the economy and the markets. Significant growth was achieved despite a number of challenges, surprising some...
For LGBTQ couples, it is important to recognize the need for custom financial planning. This becomes more important for those in a relationship that lacks the financial and legal rights of married couples. All couples...
While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan. Tax law is constantly changing, making it important to spend time evaluating how new changes could affect...
As year-end approaches, it’s always a good time to ensure you’re positioned well financially to maximize financial benefits available to you. Many opportunities must be captured before year-end, while others should be...
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