There is a lot at stake when you’re interviewing a financial advisor to guide your wealth decisions and help you achieve financial security. You want someone who possesses the knowledge, experience and qualifications...
NEWS & INSIGHTS
Fee-Only vs. Fee-Based Advisors: Knowing What You’re Paying
When searching for a financial advisor you may come across the terms fee-only and fee-based. While the names are similar, the two approaches are fundamentally different, and can greatly affect the quality of the...
SageVest Wealth Management Menu Of Services
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...
Why You Need A Financial Advisor
You wouldn’t consider running a marathon without first undergoing a medical and some fitness training. If you’re serious, you might even hire a professional trainer to create a personalized workout that maximizes your...
20 Important Questions To Ask A Financial Advisor
There is a lot at stake when you’re interviewing a financial advisor to guide your wealth decisions and help you achieve financial security. You want someone who possesses the knowledge, experience and qualifications...
How To Find The Best Financial Advisor For You
Whether it’s a New Year resolution, life event, or simply recognition that your finances require attention, hiring a financial advisor is a great idea, wealth-wise. But how do you find the best financial advisor for...
A Quick Review Financial Planning Checklist
October is Financial Planning month, making now a great time to think about your financial preparedness and well-being. Money isn’t everything in life, but it certainly helps to achieve security and to open...
SageVest Wealth Management – 10 Years As A Fee-Only Financial Advisor
Jennifer Myers, CFP ® established SageVest Wealth Management in May 2007, to provide high quality, customized, and comprehensive investment management and financial planning services to individuals, families, and...
An Open, Honest Discussion About Fees
SageVest Wealth Management recently came across an article in the New York Times that predominantly discussed mutual fund fees and alleged investment advisory conflicts. The public commentary in this and other similar...
The SageVest LifeList
Whether you're buying a home, starting your own business, or retiring, life's major events can be a challenge. So can finding the documents you need. The SageVest LifeList is designed to help you organize the important...
SAGEVEST WEALTH MANAGEMENT
Focus on your family’s financial best interests with customized wealth strategies