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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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

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2018 Year-End Tax Planning In Light Of Tax Reforms (Oct 31, 2018)

SageVest Wealth Management has worked proactively throughout 2018 to advise clients how tax reforms may impact your wealth strategies and broader financial considerations. As the year concludes, we focus our attention on year-end tax planning in light of tax reforms.

Please contact us before December 10 to discuss any of the below opportunities. This allows adequate time for planning and implementation of these and any other appropriate tax-planning strategies.

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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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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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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.

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