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.

Read More

Structured or Market-Linked CDs During Volatility (Jul 9, 2019)

Ever since the 2008 financial crisis, investors have been increasingly attracted to structured CDs (also known as market-linked CDs), lured by the concept that they’ll enjoy market upside potential, without the risks associated with being invested in the stock market. This makes them a particularly attractive proposition for investors during times of market volatility.

We’ve certainly noticed an uptick in interest since the markets entered an incredibly volatile period late last year. However, we thought it prudent to review why structured or market-linked CDs could in fact be detrimental during such periods of volatility.

Read More

An Impressive First Half Of 2019 (Jul 3, 2019)

SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include:

– Stocks posted the best first half of the year since 1997.

– The S&P 500 climbed to new record highs.

– Interest Rates plummeted and bond prices soared as the Fed hinted at lowering the federal funds rate.

Read More

Best Financial Advisor Award – SageVest Wealth Management (Jun 14, 2019)

SageVest Wealth Management takes a highly personalized, proactive approach towards your finances. We seamlessly integrate all aspects of your wealth management into a coordinated, comprehensive financial plan that supports your personal and life goals. We’re delighted that this true wealth management approach has been recognized with a new top financial advisor award. For 2019, SageVest Wealth Management is ranked as one of the best financial advisors in the Tri-State (DC, MD, and VA) area.

Read More

A Strong Quarter With Potential Warning Signs Ahead (Apr 1, 2019)

SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include:

– The first quarter proved to be one of the strongest in history, following on the heels of a challenging 2018.

– Trade tensions subsided, but haven’t disappeared.

– The yield curve officially inverted, a potentially ominous sign of a recession in the wings.

Read More

Market Volatility Moving Into 2019 (Jan 5, 2019)

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

How To Invest Amidst Volatility In The Markets (Nov 13, 2018)

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

Historic Highs Amid Trade Tariffs (Oct 1, 2018)

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

The Return Of Yield On Cash, Finally! (Aug 6, 2018)

It’s been almost a decade of watching cash yields hover at zero percent or just above. In fact, investors have been searching for yield on cash balances for so long that you may have forgotten to look by now, assuming that yields simply aren’t worth monitoring. However, a series of rate increases by the Federal Reserve Board mean that cash yields are finally returning to respectable levels. If you have meaningful cash balances, now’s the time to re-evaluate the potential yield on cash.

Read More

Trade Tensions Weigh On Investment Outlook (Jul 2, 2018)

SageVest Wealth Management’s most recent quarterly investment commentary is now available, reviewing the second quarter of 2018. Highlights include:

– Second quarter returns remained fairly anemic.

– The economy and the job market remain strong, offering a hopeful outlook, particularly when combined with tax reform.

– Global trade tensions are the primary weight on the markets, leaving investors and businesses wary due to extreme unknowns.

Read More