How To Invest During A Trump Presidency, Post 100 Days (May 10, 2017)

The stock market’s rally during President Trump’s first 100 days in office has been impressive, with post-election performance surpassed only by the stock market surge following President Kennedy’s election.

As President Trump enters the next phase of his presidency, however, questions abound about the future of investments, the economy, and the country under the not-so-new administration. SageVest Wealth Management offers our thoughts on portfolio positioning under Trump, sector winners and losers, and how investors should expect the unexpected.

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A Potentially Inflationary Era Ahead (Feb 2, 2017)

President Trump has hit the ground running since his inauguration, with a flurry of executive activity on many different fronts. While it’s early in the new administration to start making forecasts, a number of key strategies aimed at boosting the economy also suggest that a potentially inflationary environment could be ahead.

A healthy growing economy would be a positive step forward for the US. Furthermore, some additional level of inflation could be a welcome event after years of relative stagnation. However, potential signs of inflation always deserve some advance consideration, both within your investments and within your personal finances.

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The Dow 20,000: Looking Past A Record High (Feb 1, 2017)

The Dow Jones Industrial Average (Dow) recently topped 20,000, setting a new record high and achieving a symbolic moment in US investment history. Investor sentiment has been climbing for a number of months, and a recent post-election market rally energized the Dow to finally cross this much-anticipated market boundary. The last time the Dow crossed such an important threshold was in 1999, when it hit 10,000.

This recent market movement begs the question of what happens next. Could this latest defining moment in the Dow’s history echo the downturn that followed 1999’s high point, when it took 11 years to re-secure the Dow’s standing of 10,000? Alternatively, will the momentum continue, extending the second longest market rally in recent times, and providing investors with increased opportunities for financial advancement?

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Election Results Impact On Investment Portfolios (Nov 9, 2016)

Regardless of your political thinking, if you own investments, you likely find yourself now pondering the potential impacts of last night’s Presidential election results upon your holdings.

Up until last night, the polls and the markets had largely anticipated a Hillary Clinton win. Donald Trump’s victory has introduced an element of uncertainty, something that the markets typically don’t favor.

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Jennifer Myers – An Award-Winning Financial Professional (Oct 24, 2016)

The SageVest Wealth Management team provides comprehensive and customized investment management and financial planning services to individuals, families, business owners, and others throughout the Greater Washington, DC, area. While our services are broad in scope, our results are in-depth, coordinated, and tailored to your unique wealth management needs.

We are proud to announce that SageVest President, Jennifer Myers, was once again named as a Top Wealth Advisor for the Washington, DC Metro area.

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Time For Your Medicare Check-Up (Oct 11, 2016)

The Medicare Annual Enrollment Period starts on October 15 and runs through December 7. That makes now the perfect time for retirees to review and, if warranted, change your policy coverage.

Taking the time to examine your Medicare options each year is a wise move for both your health and your wealth. Evaluating your coverage can highlight policy and premium changes that may otherwise prove costly in relation to your current health needs. SageVest Wealth Management offers some recommendations to help you minimize your healthcare costs during retirement.

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Top Financial Professional Award For Jennifer Myers (Sep 9, 2016)

When it comes to wealth management, SageVest combines breadth of experience and depth of knowledge with principles like integrity, trust, and attention to detail.

It’s gratifying when these qualities are recognized by others.

We are pleased to announce that Jennifer Myers of SageVest Wealth Management is the recent recipient of the following award for the Northern Virginia region.

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FAFSA Changes (Aug 24, 2016)

SageVest Wealth Management is committed to providing you with timely and appropriate information and updates that encourage smarter financial planning decisions and help translate your wealth potential into real life solutions of benefit to you and your loved ones.

To that end, we wanted to let you know about upcoming changes to the Free Application for Federal Student Aid (FAFSA) application process that may be of interest to you or those you know.

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New Campus Banking Rules Benefit Students (Aug 10, 2016)

If you’re college-bound this Fall, you’ll benefit from a recent Department of Education ruling that governs certain campus debit and prepaid cards.

These cards are often marketed by colleges as an easy way for you to receive and use remaining Federal aid funds, once your tuition and other fees have been disbursed.

The new ruling, which took effect July 1, is designed to provide broader options regarding how you receive your student aid, aims to limit excessive fees, and much more.

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Jennifer Myers – A Washingtonian Magazine Top Money Advisor (Apr 6, 2016)

When it comes to investment management and financial planning, SageVest Wealth Management shares our clients’ values of integrity, diligence, and trust. As an independent, fee-only, fiduciary advisor, we accept no commissions or incentives: our clients are secure in the knowledge that their best interests are firmly at the center of any recommendations that we make.

It’s always an honor to be recognized for our commitment to exceptional wealth and investment management and to the highest caliber of customized, comprehensive financial planning services

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