Why You Need A Financial Advisor (Jul 17, 2018)

You wouldn’t consider running a marathon without first undergoing a medical and some fitness training. If you’re serious, you might even hire a professional trainer to create a personalized workout that maximizes your chances of crossing the finish line.

Think of a financial advisor as a trainer – but for your money. They evaluate your current financial fitness, learn about your wealth goals, and develop a customized plan to secure your current and future financial wellbeing. While everyone’s reason for hiring an advisor differs, there are commonalities, like saving for retirement, the loss of a spouse, or starting a business. Here are ten reasons why you need a financial advisor.

Read More

Warning: Annuity Sales Could Be On The Rise (Jun 5, 2018)

The outlook for annuities was dim in 2017. Now that the Department of Labor (DOL)’s fiduciary rule has, at a minimum, been postponed, annuity sales could be on the rise, as commission-based agents have the ability to sell in greater volume. Annuities offer slick marketing materials, but sadly, the contents are often misleading. This is largely because they’re considered insurance products, exempting them from many SEC regulations.  We offer tips on reviewing annuities, and red flags to beware of.

Read More

Three Cheap And Easy Ways To Protect Your Wealth (Mar 6, 2018)

Regardless of how you’ve accumulated your wealth (through earnings, inheritance, or a windfall), your wealth is meaningful to you and deserves protection. There are a myriad of risks that exist with the potential to negatively impact your wealth in a significant way. Some are more common than others. Common loss events include personal liability exposure and ownership damages.

Fortunately, there are three cheap and easy ways to protect your wealth in these high risk areas and avoid a preventable loss, so that you can benefit from your assets through lifetime enjoyment.

Read More

6 New Year Resolutions For Business And Career Success (Dec 29, 2017)

Everyone aspires to succeed. While some people get lucky, for most of us, success is due to thinking ahead, smart decisions, and hard work. Growth in your career or business is also fundamental to a stronger financial future, for yourself and your family.

Our New Year resolutions for business and career success will help you strive towards new heights in your business, career, and personal life.

Read More

Washingtonian Top Fee-Only Financial Planner In The DC Area (Dec 21, 2017)

2017 marks 10 years since Jennifer Myers first founded SageVest Wealth Management as an independent, fee-only financial planner in the Washington, DC area. Throughout the last decade, our firm has remained committed to delivering excellence in investment and financial planning services to individuals, families, and business owners throughout Virginia, Maryland, and the wider DC Metropolitan region.

We’re always honored to receive recognition for the exceptional level and breadth of knowledge, experience, and service that we render for our clients.

Read More

Top Wealth Manager Award For SageVest’s Jennifer Myers (Oct 23, 2017)

At SageVest Wealth Management, we offer a highly personalized approach to wealth management, one where our focus is always on you. We get to know you and your family, and as a fee-only fiduciary, always place your best interests first. Furthermore, as a woman-owned investment management firm, we’re particularly attuned to the complexities of financial planning for women, families, and multiple generations.

We’re delighted that our dedication to exceptional personalized planning and investment advice has again been formally recognized.

Read More

A Quick Review Financial Planning Checklist (Oct 2, 2017)

October is Financial Planning month, making now a great time to think about your financial preparedness and wellbeing. Money isn’t everything in life, but it certainly helps to achieve security and to open opportunities for you and your family.

Personal finance can be complex, especially as your wealth grows. Each of your decisions must support the next, and align with your life goals. The following financial planning checklist will help you identify which financial topics you’ve got covered, and areas where we can help you to achieve your wealth and life objectives.

Read More

Your Life Insurance Options (Sep 13, 2017)

Life insurance can play an important part in your long term financial planning. It’s one of the simplest ways to protect your assets and transfer your wealth. More importantly, it supports the future financial wellbeing of those you care about, providing you with peace of mind.

However, calculating how much life insurance you need and knowing what type of life insurance policy is right for you can prove confusing. We offer insights about how to determine the best life insurance elections in support of both your lifetime goals and the future security of your loved ones.

Read More

Jennifer Myers – A NoVA Top Financial Professional (Aug 28, 2017)

As our clients know, SageVest Wealth Management takes pride in connecting you with your wealth in impactful and meaningful ways. Our team of advisors provides personalized, comprehensive financial advisory and investment management services to individuals, families, and business owners across Northern Virginia, Maryland, and the Greater Washington, DC area.

It’s fitting, therefore, that Jennifer Myers was again recognized this year as a Top Financial Professional in the Northern Virginia area.

Read More

SageVest Wealth Management – 10 Years As A Fee Only Financial Advisor (May 15, 2017)

Jennifer Myers, CFP ® established SageVest Wealth Management in May 2007, to provide high quality, customized, and comprehensive investment management and financial planning services to individuals, families and business owners in the Washington, DC area and beyond.

A decade later, and with twenty years of experience, Jennifer’s the recipient of multiple top advisor awards, including Washingtonian Top Financial Advisor, and SageVest is celebrating our tenth anniversary! This seems an ideal time to thank our clients, and to offer a quick reminder of our services, our fields of expertise, and the core principles that guide us in pursuit of your financial and life goals.

Read More