How The SECURE Act Affects You (Jan 6, 2020)

2020 brings a number of changes to IRA and retirement plans as a result of the SECURE Act, signed into law in late 2019. The changes are broad, impacting virtually everyone, whether you’re a student, younger, older, preparing for retirement, in retirement, an employee or an employer. Here are the top aspects you need to know about how the SECURE Act affects you.

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2019: A Year To Celebrate For Investors (Jan 2, 2020)

2019 was a year to celebrate for investors, despite negative headlines about trade wars and slowing global growth. We discuss our thoughts on what supported stellar investment market performance in 2019 and trends that might carry over into 2020.

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Jennifer Myers Recognized As A Five Star Wealth Manager (Dec 11, 2019)

At SageVest Wealth Management, the financial success of our clients is our number one priority. Our repeatedly recognized investment management and financial planning services are personalized to reflect your specific needs, as an individual, a family, or business owner. We place great importance on establishing a relationship with you, our client, always placing your best interests at the forefront of our recommendations.

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Fee-Only vs. Fee-Based Advisors: Knowing What You’re Paying (Dec 10, 2019)

When searching for a financial advisor you may come across the terms fee-only and fee-based. While the names are similar, the two approaches are fundamentally different, and can greatly affect the quality of the financial advice you receive. Here we discuss the key differences, and the questions you should ask when interviewing a prospective advisor.

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Teaching Charitable Giving (Nov 26, 2019)

The holiday season and year’s end motivate many people to give charitably, whether by donating money to a specific cause, volunteering at a local food bank, or providing gifts to families in need, as examples. However, teaching your children the meaning behind giving, and instilling philanthropy as a family value can be done throughout the year. We offer suggestions on how to go about teaching charitable giving to your youngsters and teens.

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Washingtonian Top Wealth Advisor 2019 (Nov 25, 2019)

We are honored to announce that Jennifer Myers was recently recognized by Washingtonian Magazine as a Top Wealth Advisor for 2019. This is the fifth time Jennifer has been recognized by the Washingtonian for her wealth management initiatives.

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2019 Year-End Tax Planning Tips (Nov 18, 2019)

SageVest Wealth Management works proactively throughout the year to advise clients how taxes may impact your wealth strategies and broader financial considerations. As the year draws to a close, we focus our attention on year-end tax planning, with a reminder that some tax strategies have recently changed as a result of tax reforms.

Please contact us before December 10 to discuss any of the opportunities below. This allows adequate time for planning and implementation of appropriate tax-planning strategies.

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What You Need To Know About Family Gifts And Loans (Nov 11, 2019)

Have you ever contemplated helping out a family member or someone you love financially with a gift or loan? While it’s wonderful to be able to help a loved one, especially if they’re in need, it’s important to ensure that you’re financially able to do so. Furthermore, the gift or loan must be appropriately structured for tax and family reasons. Here’s what you need to know about family gifts and loans.

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A Volatile Third Quarter (Oct 8, 2019)

– The third quarter was volatile with new highs reached, extreme sell offs and recoveries.

– 30-year Treasury yields hit record lows, pushing bond prices higher.

– An impeachment inquiry against President Trump has begun.

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