Choosing Wisely, Giving Sagely (Dec 8, 2015)

With the holidays approaching, we give thanks for our blessings and our thoughts turn to helping the individuals and causes we care most about.

SageVest Wealth Management can be an active partner in helping you define thoughtful giving strategies. To strengthen this objective, we recently hosted Eileen Ellsworth, President of the Community Foundation for Northern Virginia. Eileen discussed the benefits of giving, common questions to consider when choosing a charitable organization, and she offered some useful insights on how to enhance your giving experience and the impact your gifts can make.

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Family Gifting Considerations (Oct 16, 2015)

A common objective within families is sharing wealth with family members and loved ones. Sometimes it’s a desire to do so, carefully planned and executed. Sometimes, it’s an unexpected need.

Whatever the circumstances, there are many ways to maximize your giving potential. Jennifer Myers of SageVest Wealth Management presented a recent session at McLean Community Center on how to balance family priorities and values, tax strategies, estate provisions, and other considerations, to help create financial security for you and subsequent generations, both now and in the future.

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Enriching Your Life: Your Relationship With Money (Jun 25, 2015)

Money is a valuable resource that can improve our quality of life and help us to accomplish our life goals. Fostering a healthy outlook towards money is an important aspect of achieving a more positive life balance. As part of our educational Speaker Series, SageVest Wealth Management recently hosted renowned author, speaker and money coach, Olivia Mellan. Olivia shared expert advice about factors that influence how we connect with our wealth, and the importance of having a trusted financial advisor like SageVest Wealth Management to help achieve money harmony.

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The Making Of World Champions (Apr 21, 2015)

Giving Sagely – An Occasional Series from SageVest Wealth Management Highlighting Charitable Causes

Henry Wadsworth Longfellow said: “The life of a man consists not in seeing visions and in dreaming dreams, but in active charity and in willing service.”

But what happens when you combine “dreaming dreams” with “active charity”? The answer is: World Champions!

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