NEWS & INSIGHTS
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...
Investors closely eyed the Federal Reserve (the Fed) this week, looking for indications of the first Fed funds rate increase since 2008. The federal funds rate is the key driver for all types of interest rates and...
2014 was a banner year for the S&P 500 and the Dow Industrial Average as both indices set new records. While the celebrations were joyous, they were also lonely when we look broadly across the investment markets....
Our domestic economy enjoyed a number of growth achievements in the third quarter, but investment results were mixed, with more negative results than positive in the wake of troubling global developments. The S&P...
Since enactment of the Bankruptcy Abuse Prevention and Consumer Protection Act in 2005, individual retirement accounts (IRAs) have been protected under federal law if you declare bankruptcy. Over the years, federal...
Investment markets painted a sea of green through the first half of the year as all major asset classes (stocks, bonds, commodities and real estate) were in positive territory. Stocks posted several new highs, despite...
Many students take a job in the summer after school lets out. If it’s your first job it gives you a chance to learn about the working world. That includes taxes we pay to support the place where we live, our state and...
After a stellar year for the stock market in 2013, the first quarter ended largely unchanged, yet with a fair amount of volatility along the way. Stocks eked out modest gains, allowing the extended bull market to...
Whether you're buying a home, starting your own business, or retiring, life's major events can be a challenge. So can finding the documents you need. The SageVest LifeList is designed to help you organize the important...
U.S. stocks dominated investment returns in 2013 as the S&P 500 index posted a 30% return, the strongest since 1997. Investors rejoiced in continued economic recovery as well as continued easy money policies...
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