NEWS & INSIGHTS
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...
If you are a director or officer of a company or non-profit organization, the essential work you do could be coupled with a myriad of potential liabilities. These include lawsuits, regulatory investigations, employment...
When the stock market hits new all-time highs, it's natural to feel a mix of excitement and slight hesitation regarding actions to take (or not take). Don’t let market euphoria dictate your decisions. Focus on...
Becoming an equity partner at a law firm is a major career milestone — one often seen as the pinnacle of success in the legal profession. It can also be the catalyst for your future wealth creation. But beyond the...
Market downturns are never fun, but they can open the door to opportunities. Seizing these opportunities can enhance your finances and your outlook during difficult times. Here are a few strategies that might be...
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