Fun Financial Board Games For Kids, Tweens, And Teens (Nov 14, 2018)

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.

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Jennifer Myers Is A DC Top Wealth Manager For 2018 (Oct 26, 2018)

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.

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How To Invest Based On Your Age (Sep 18, 2018)

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.

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Northern Virginia Top Financial Professional Award 2018 (Aug 23, 2018)

SageVest Wealth Management is an independent, fee only financial advisor. We work with individuals, families, business owners and others, helping each of our clients to make smart financial decisions in support of their unique wealth objectives. As a fiduciary advisor, our clients know that their best interests always remain central to our recommendations.

We’re thrilled that this commitment to excellence in wealth management has again been recognized with a Northern Virginia Top Financial Professional award for 2018.

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5 Ways To Simplify Your Finances (Aug 1, 2018)

In today’s busy world, life can involve juggling family, career, and more on a daily basis. Your wealth should be a resource in support of your full lifestyle. However, limited time, financial complexity, or other challenges can often make managing your money just one more task demanding your attention. If you’re looking for ways to simplify your life, one area for consideration is to simplify your finances.

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The Sandwich Generation (Jul 24, 2018)

If you’re ‘sandwiched’ between raising children and looking after aging parents, then you’re officially a member of the Sandwich Generation. Roughly half of people in their 40s to 60s face the challenge of supporting themselves, their children, and older relatives.

As families delay having children, and more grandparents live longer, the Sandwich Generation is predicted to continue expanding. SageVest Wealth Management offers some useful strategies to help you balance personal and financial considerations during this challenging phase of life.

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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.

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8 Tips For Financial Independence And Success (Jul 6, 2018)

The true meaning of financial independence is different for everyone. For some people, financial independence is the ability to buy a house, or to support oneself in retirement. For others, it’s the ability to transfer wealth to children or grandchildren. In its broadest sense, financial independence means accruing sufficient assets to support the lifestyle you envision for you and your loved ones, both now and in the future.

Whatever financial independence means to you, it’s worth taking the time to evaluate your success on a regular basis, and to formulate next steps towards financial freedom. SageVest Wealth Management offers 8 tips to help you achieve financial independence and success.

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20 Important Questions To Ask A Financial Advisor (Jun 18, 2018)

There’s a lot to at stake when you’re interviewing a financial advisor to guide your wealth decisions and help you achieve financial security. You want someone who possesses the knowledge, experience and qualifications you need, at a price that’s reasonable, and with a dialogue that’s meaningful to you. SageVest Wealth Management offers 20 important questions to ask a financial advisor across four key categories, to help you make the best choice.

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