NEWS & INSIGHTS
The 2017 tax filing season began on January 23, 2017. That’s the day that the IRS began accepting electronic tax returns. Electronic filing is now the most popular method for preparing and submitting tax returns,...
President Trump has hit the ground running since his inauguration, with a flurry of executive activity on many different fronts. While it’s early in the new administration to start making forecasts, a number of key...
The Dow Jones Industrial Average (Dow) recently topped 20,000, setting a new record high and achieving a symbolic moment in US investment history. Investor sentiment has been climbing for a number of months, and a...
“Love and marriage, love and marriage, it goes together like a horse and carriage.” What Frank Sinatra didn’t mention in his famous song is who pays for the horse and who pays for the carriage. Opposites often do...
More than half of today’s college enrollees are women, making it likely that the number of working women will continue to dramatically rise in the coming years. Despite these facts, social roles often remain rooted in...
SageVest Wealth Management recently released our quarterly commentary for year-end 2016. Highlights are as follows: - 2016 was a historic year in politics and the markets, with surprise reactions to populist movements....
For many people, the New Year brings the promise of change and a fresh outlook on life. New Year resolutions can help you define and achieve personal goals, family initiatives, career ambitions, home projects, dream...
The holiday season brings a host of opportunities to use your wealth in meaningful ways, as you focus on loved ones, share festive wishes with those near and far, and consider year-end giving objectives. SageVest...
Entering retirement debt-free is psychologically and financially liberating. Yet for many individuals, enjoying lower expenses during retirement can turn out to be nothing more than a myth, in large part due to your...
For many people, one of the greatest joys that wealth can bring is the opportunity to give to a charitable cause that reflects your personal values, individual beliefs, or life experiences. In support of your giving...
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