It’s an unfortunate fact that there are criminals out there whose only job is to part you from your hard-earned wealth. They work around the clock, operating a variety of common financial scams designed to steal your personal information and/or your money. To protect your assets from exploitation, you need to remain vigilant. SageVest Wealth Management describes some of the most common financial scams and how to avoid them.Read More
If you shake your head and laugh at the thought of living to 100 or older, it’s time to reconsider how long you’ll live in retirement. According to the Social Security Administration, almost a quarter of all 65-year old Americans will go on to live beyond 90, and 10% will live beyond 95 .
People are living longer – and that costs money. If you don’t plan ahead financially, living longer may also mean living leaner. Here’s what to think about when considering how long you’ll live in retirement.Read More
As your teen prepares for college and beyond, it’s important that you discuss realistic life expectations together. At this juncture of their lives, some of the most influential factors on their career and future lifestyle relate to the choices your teen makes regarding study. From the grades they achieve, to what they study and where, SageVest Wealth Management’s sister site, SageVest Kids, highlights 6 key choices that’ll impact your teen’s future income, alongside statistics to support and guide these important decisions.Read More
It seems like one minute you’re proudly holding your new grandchild in your arms, and the next they’re heading off to college. As the College Board’s annual report, ‘Trends In College Pricing’ highlights, that college experience comes with a high price tag nowadays. If supporting your grandchild’s academic success is important to you, here are 6 ways you can help with your grandkid’s college costs.Read More
Helping your kids develop good money habits lays the foundation for lifelong success. To help parents teach kids, tweens, and teens about money, SageVest Wealth Management established the SageVest Kids website in 2017. Now, a survey from Charles Schwab has reinforced the importance of financial literacy for the next generation. We highlight some of the results from the recent survey, alongside tips to help your kids develop good money habits.Read More
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