NEWS & INSIGHTS

In the News
Long Term Care Insurance

Long Term Care Insurance

Jennifer Myers of SageVest Wealth Management recently offered insights about long term care insurance, which is an increasingly challenging financial consideration for Americans. Jennifer and the author of the article “Long Term Care Insurance: Is It The Right Move…?”...

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Student Debt And Saving For Retirement

Student Debt And Saving For Retirement

In just the first quarter of 2019, student debt in the US rose by $29 billion dollars. Student debt negatively impacts both the current and future wealth of students and their families, especially when it comes to saving for retirement. Jennifer Myers outlined some...

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How To Raise An Independent Teen

How To Raise An Independent Teen

As your teen or young adult heads to college this Fall, you should both feel confident that you’ve raised an independent teen. For younger kids, now’s the time to start focusing on the personal qualities, life skills, and financial knowledge they’ll need to succeed,...

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Roth IRAs And Your Retirement Plan

Roth IRAs And Your Retirement Plan

Taxes are a meaningful consideration as you plan for your retirement. When it comes to account types, Roth IRAs are the golden eggs in your retirement financial nest due to their favorable tax status. However, getting money into a Roth IRA isn’t always tax friendly....

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The Gender Investing Gap

The Gender Investing Gap

Numerous studies have revealed that women are typically stronger investors than men and frequently outperform them. However, more women than men tend to keep their wealth sitting on the sidelines in cash. This represents a lost opportunity for many women to grow their...

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Business Success Stories

Business Success Stories

For more than a decade now, SageVest Wealth Management has offered customized, comprehensive investment management and financial planning in the NoVA, MD, and DC areas and beyond. The caliber of our services and our true wealth management approach have helped make...

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Financial Planning For Feds

Financial Planning For Feds

As a financial planning and investment management firm in the DC Metro area, SageVest Wealth Management provides wealth management services to a diverse clientele. This includes individuals, families, business owners, retirees, and Federal employees. On the heels of...

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How To Weather Market Volatility

How To Weather Market Volatility

Investors celebrated last summer as the US achieved its longest bull market in history. However, the jubilation was short-lived, when volatility suddenly returned in Quarter 4 of 2018. Jennifer Myers of SageVest Wealth Management participated on NPR’s Marketplace,...

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New Rules For Roth IRA Conversions

New Rules For Roth IRA Conversions

The decision whether or not to do a Roth conversion just got more complex, in light of recent tax reforms. In addition to how new tax rates may impact your broader retirement and wealth decisions, now your Roth conversion is no longer reversible under the new tax...

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