NoVA Top Financial Professional Award (2019) (Aug 27, 2019)

Did you know that, of the highest-income counties in the US, five of the top 25 are located right here in Northern Virginia? They are: Loudon, Fairfax, Arlington, Prince William, and Stafford counties. Maryland also boasts an additional five high-income counties [1].

SageVest Wealth Management is proud to serve each of our clients throughout the NoVA, MD and DC area, as well as nationwide. SageVest is headed by Jennifer Myers, recent recipient of a NoVA Top Financial Professional Award.

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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.

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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.

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Facts About Elder Financial Exploitation (Jun 12, 2019)

SageVest Wealth Management proudly serves as your fiduciary financial advisor, always placing your best interests first. Your wealth wellbeing is paramount to what we do, at all times and at every life stage.

Recent analysis by the Consumer Financial Protection Bureau’s (CFPB) Office for Older Americans highlighted the increasing prevalence of elder financial exploitation. To help safeguard yourself and loved ones from this serious issue, we consider some facts from the report about elder financial exploitation.

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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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