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
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.Read More
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.Read More
October is National Cybersecurity Awareness Month. This annual initiative, sponsored by the Department of Homeland Security, aims to heighten online safety and security for every American. Beginning September 21, 2018, a new Federal law makes it easier to safeguard yourself from personal identity theft and financial scams. Here’s what you need to know about the new law on credit freezes and fraud alerts.Read More
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.Read More
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
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
Alimony, also known as spousal support or maintenance, is typically paid by the higher earning spouse following divorce. While some states still award lifetime alimony, it’s barred in others, so today, most alimony is rehabilitative and durational: paid for a set amount of time following divorce, or until the recipient remarries.
Recent tax reform changes have shaken up the divorce planning arena. The previous tax status for alimony (in place since 1942) is soon to reverse. If you’re wondering how new tax laws impact your existing or upcoming divorce settlement, SageVest Wealth Management has a number of answers for you.Read More
It’s time to wish a joyous ‘Happy Birthday’ to the second longest bull market in history! March 9, 2018, marks nine years of prosperity for the stock markets, following the depths of the Great Recession in 2008. If you’ve been invested in stocks over the past nine years, you have prospered, gaining greater wealth potential.
As we enter the 10th year of a bull market, now’s a critical time to ask yourself some key investment questions. SageVest Wealth Management offers 5 key considerations on the bull market’s ninth anniversary, to ensure your portfolio continues to flourish, while also protecting yourself against the inevitable market correction.Read More
According to an estimate from the Tax Policy Center, 80% of US taxpayers will owe less in taxes as a result of tax reform. A smaller percentage will pay more.
Do you know if you’re one of the lucky or unlucky ones?
Sadly for many, tax with-holdings will not adjust appropriately given the complexity of tax reform changes. This means that people might not feel the impact of tax reform until they file their taxes in April 2019. Here’s what you need to do now to plan proactively and try to avoid a tax surprise next year.Read More