Returning to Work During Covid-19: Your Finances Versus Your Health (May 27, 2020)

As all 50 states begin to reopen during COVID-19, millions of people in the workforce face a new dilemma. Are they ready to return to work, balancing their finances and their health? If you’re able to work from home then your decision is easy, but not everyone is as fortunate. Before deciding whether to head back to the office, take early retirement, or resign, consider the following key factors to assess your physical and financial health.

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How To Manage Financially During The Coronavirus (Mar 30, 2020)

The coronavirus has dramatically disrupted our economy and society in a matter of a few short weeks. While it’s hard to find something positive in all of the tragic headlines, we think it’s important to recognize that public and private sectors have put forth a massive level of support in a very short time. More assistance is likely on the way, but here’s what you need to know now if you’re affected by the coronavirus (COVID-19), whether you’re an employee, an employer or retired.

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Roth IRA And Roth 401(k) Options (Aug 14, 2019)

If you’re like most people, you understand that a variety of Roth IRA and Roth 401(k) options exist and that they offer tax advantages. However, you might not understand which option is best for you, or if new lower tax rates make a Roth IRA worthy of consideration. To help you determine if a Roth makes sense as part of your wealth planning, SageVest Wealth Management provides an overview of Roth IRA and Roth 401(k) options.

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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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When To Buy And Sell Your ESPP Shares (May 16, 2019)

If you work for a publicly traded company, it may offer an Employee Stock Purchase Plan (ESPP). ESPPs allow you to purchase stock at a reduced price through payroll deductions. The discount makes these plans an attractive investment option. Here’s what to consider before buying into an Employee Stock Purchase Plan (ESPP), as well as what to consider when it’s time to sell.

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SageVest Wealth Management Menu Of Services (Jan 15, 2019)

Reviewing your finances regularly helps to ensure that all your money decisions remain aligned, both with each other and with your broader life and wealth goals. If you have finance-related questions, SageVest Wealth Management is a valuable resource. Our menu of services is extensive and we can help with a wide range of wealth considerations for you and your loved ones. 

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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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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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