Reviewing your finances regularly helps to ensure that all your money decisions remain aligned, both with each other and with your broader life and wealth goals. If you have finance-related questions, SageVest Wealth Management is a valuable resource. Our menu of services is extensive and we can help with a wide range of wealth considerations for you and your loved ones.Read More
SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include:
– World stock markets embark on a roller coaster ride, posting significant losses by year-end.significant losses by year-end.
– Trade war tensions intensify, with high stakes ahead.
– Bonds surprise to the upside, but with foreboding signs as the yield curve partially inverts while debt levels soar.Read More
The New Year offers the chance for a fresh outlook on life and a new beginning. Setting financial New Year’s resolutions can help you kick off the year on a strong footing, relative to your personal goals, career objectives, family priorities, health and wellbeing, lifetime dreams, and more. SageVest Wealth Management offers our top ten 2019 financial New Year resolutions to help you enjoy a happy, healthy, and wealthy New Year.Read More
SageVest Wealth Management is grateful for the special relationship that we enjoy throughout the year with each of our clients, allied professionals, and others. We extend our best wishes for a safe and joyful season for you and your loved ones, and healthy, happy and prosperous New Year.
We also express our gratitude through our company’s year-end gifts to a number of worthy causes. We’re delighted to announce this year’s winners of the ‘SageVest Seasonal Survey 2018’. Each of the following non-profit organizations will receive a financial donation from our firm.Read More
Helping your kids learn wise money management skills is key to their future success. Financial technology (‘fintech’) apps can help tech-savvy teens and young adults become money-savvy too. From apps that track their saving and spending habits, to apps that help your student source cheap text books or let your young adult share the cost of dinner with friends, SageVest Kids takes a look at some of the best financial apps for teens and young adults.Read More
A recent survey found that Americans overwhelmingly consider family as the biggest source of meaning and fulfilment in their lives . Today’s modern family is often a blended one, typically as a result of divorce, death, or relationships later in life. It’s wonderful to see families unite. However, when two families merge, so too must their value systems, traditions, parenting approaches, finances, and more. SageVest Wealth Management considers financial planning for blended families.Read More
Wealth brings with it a multitude of opportunities. For many clients, this includes the ability to give back. SageVest Wealth Management always recommends researching a charity carefully before making a donation, and especially when adding it to your longer term philanthropic plans. Research helps ensure that your gift is used in a meaningful and impactful way. Here’s a quick list of questions to consider when researching a charity.Read More
SageVest Wealth Management is a top-ranked, fee-only financial advisory firm with a family focus. Our financial literacy site, SageVest Kids, offers parents a wealth of resources to teach kids about money, including financial activities by age.
As the holiday season approaches, if you’re looking for something more, consider giving your kids the gift of financial education and entertainment, with one of these fun financial board games for kids, tweens, and teens.Read More
Volatility certainly surfaced in the markets over the past several weeks. Numerous stock markets around the world entered correction territory, marked by a 10 percent decline or more, all within a period of a few short weeks. During volatile times, one of the worst investment decisions you can make is to sell into fear. However, there are a few investment strategies you might wish to consider amidst volatility in the markets.Read More
SageVest Wealth Management has worked proactively throughout 2018 to advise clients how tax reforms may impact your wealth strategies and broader financial considerations. As the year concludes, we focus our attention on year-end tax planning in light of tax reforms.
Please contact us before December 10 to discuss any of the below opportunities. This allows adequate time for planning and implementation of these and any other appropriate tax-planning strategies.Read More