What You Need To Know Now About Your Taxes (Apr 8, 2019)

Hopefully you’ve already filed your taxes or are in the process of doing so. While it’s always important to review your tax return every year, it’s particularly important in 2019, given last year’s tax changes. Your 2018 tax return holds the answer about whether you benefited or lost out under the new tax legislation. It also offers insights into whether you’re on track for 2019, tax-wise. Considering that we’re already more than a quarter of the way through the new tax year, don’t wait any longer. Here’s what you need to know now about your taxes.

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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.

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Four Good Reasons To Refinance Now (Mar 28, 2019)

The refinance discussion has happened so many times over the past decade that it’s become something of a financial cliché. Yet here we are again, raising the notion of whether you should consider refinancing. That’s because interest rates have declined dramatically since the Federal Reserve Board (Fed) announced a halt in rate increases. Long-term bond yields have fallen precipitously, lowering mortgage rates just in time for the Spring real estate market. Whether you’re buying a home or not, consider these four good reasons to refinance now.

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Parental Peer Pressure (Mar 26, 2019)

Your student’s college test results and where they study are certainly some of the key factors when it comes to your teen’s future career path, earnings potential, and standard of living later in life. The recent college admissions scandal shows just how much peer pressure can be upon parents, as well as teens, when it comes to getting into an elite school. SageVest Kids offers insights into how you can transform some of the most common types of parental peer pressure into examples of good financial parenting that supports your kids’ financial education.

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Top 10 Travel Tips (Mar 11, 2019)

As the days lengthen and the temperatures slowly rise, you may be thinking about your next summer getaway. Travel costs are likely to increase in 2019 for a number of reasons, including increasing oil prices and overall inflation pressures. This makes it more important than ever to make the most of your travel budget! SageVest Wealth Management’s top 10 travel tips will help save you time, stress, and money. 

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Why Everyone Needs A Trusted Contact (Mar 6, 2019)

Many of us are experiencing life for longer. It’s increasingly common to live 20-30 years in retirement. More of us are also experiencing a single lifestyle, either as a deliberate life choice, or as a result of divorce, widowhood, or simply relocating away from family and friends. In response to these population changes and other factors, Charles Schwab recently implemented a trusted contact option. This is an important part of your financial plan, and SageVest Wealth Management has now also adopted this approach. Below, we discuss what a trusted contact is, and why everyone needs a trusted contact. 

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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.

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2019 Financial New Year’s Resolutions (Dec 27, 2018)

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.

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Season’s Greetings And Gifts From SageVest Wealth Management (Dec 19, 2018)

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.

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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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