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
SageVest Wealth Management is consistently ranked as a top wealth manager in the Washington, DC area. Our clients recognize the benefits of working with a financial advisor firm that blends customized investment management and comprehensive financial planning into a cohesive approach towards personal financial success. We’re pleased to announce that our commitment to our clients has again been recognized with a DC Top Wealth Manager award for 2018.Read More
Choosing the right college is an important decision for you and your teen to make together. The college you choose can influence your teen’s career and earnings. Without careful planning, it can also affect your own finances and future.
College visits can help when choosing the right college. They allow you and your teen to get a feel for the campus, ask questions of faculty, administrators, and students, and assess value, relative to costs and available finances. SageVest Wealth Management’s financial literacy site, SageVest Kids, offers some questions for college visits to help when choosing the right college.Read More
Retirement is one of the most significant events in your life. It also makes it one of the most critical financial planning decisions. A solid retirement plan provides financial and psychological assurance. Careful financial planning as you prepare to retire can support earlier planning and saving efforts, tie up any loose ends, and help to ensure a successful retirement. Here’s what you should focus on as you’re nearing the countdown.Read More
October is National Cybersecurity Awareness Month. This annual initiative, sponsored by the Department of Homeland Security, aims to heighten online safety and security for every American. Beginning September 21, 2018, a new Federal law makes it easier to safeguard yourself from personal identity theft and financial scams. Here’s what you need to know about the new law on credit freezes and fraud alerts.Read More
SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include:
– US stock markets achieve new highs and milestones, making it a remarkable quarter.
– Bonds and international stocks lag as interest rates rise and currency impacts take a toll.
– Trade tensions increase, creating uncertainty for companies and consumers, including distinct inflation concerns.Read More
As a woman, you might find yourself so committed to those you care about, your career, business, or other life obligations, that it could be tough to carve out time to address what’s best for you. Yet when it comes to retirement planning, it’s vital that you make yourself the priority. SageVest Wealth Management discusses the most common reasons women delay financial preparations for their retirement, and offers advice on how to overcome these concerns.Read More
With markets at record highs, now’s a great time to re-evaluate your investment portfolio and consider what opportunities may be appropriate, relative to your current and future lifestyle, and longer term investment goals. How your investments should be positioned doesn’t just depend on current market conditions, though. There’s a range of elements to consider, including your timeline, comfort level, growth objectives, current income needs, and much more. Depending upon your investment horizon, here are some key considerations on how to invest based on your age.Read More
Every student should submit a Free Application For Student Aid (FAFSA). Family wealth is only one factor used to determine eligibility for Federal student aid via the FAFSA program. Furthermore, eligibility for state and institutional aid is also typically based on your teen’s FAFSA information. This means that even if your family’s well-off, your student should still submit a FAFSA. Our sister site, SageVest Kids, provides an overview of the FAFSA program.Read More