“Peace has its victories, but it takes brave men and women to win them.” Ralph Waldo Emerson On Veterans Day and throughout the year, SageVest Wealth Management proudly salutes those who have dedicated their lives...
NEWS & INSIGHTS
Time Runs Out For Popular Social Security Strategies
Dramatic changes were recently announced to Social Security benefit provisions. The Bipartisan Budget Act of 2015, signed into law on November 2nd, effectively eliminated the Restricted Application and the...
Jennifer Myers – Recipient of Two Wealth Professional Awards, 2015
SageVest Wealth Management understands the importance of working with a trusted advisor; someone with a wealth of experience and knowledge who can help guide your important financial decisions in support of your...
Family Gifting Considerations
A common objective within families is sharing wealth with family members and loved ones. Sometimes it’s a desire to do so, carefully planned and executed. Sometimes, it’s an unexpected need. Whatever the circumstances,...
A Healthy Perspective On Market Concerns
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...
Death Of A Family Member Checklist
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...
Top Ten Financial Tips For Teens Heading To College
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...
International Markets – Greece, Puerto Rico And China
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...
Enriching Your Life: Your Relationship With Money
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...
Year 7 Of A Bull Market: Three Key Questions You Should Consider
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...
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