A COVID-19 Bull Market in a Bear Market Environment (May 19, 2020)

Stocks have staged quite a recovery since their depths in late March. In fact, the upside was so swift that a bull market recovery started within one week’s time. While stocks have had ups and downs since late March, they’ve generally been moving higher, which is somewhat surprising with so much of the world in lockdown, businesses closed and unemployment soaring. We take a look at why stocks are staging a bull market in a bear market environment.

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Teaching Your Kids About Investing In A Volatile Market (Apr 29, 2020)

Teaching your kids the fundamentals of investing can seem like a daunting project during times of economic stability. Factor in the extreme market volatility we’ve seen during the COVID-19 pandemic, and even the basic tenet of “buy low, sell high” becomes complicated to explain. Our sister site, SageVest Kids, offers an age-appropriate guide to help children understand the principles of the market and how to make sound investment strategies now and in the future.

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Coronavirus Investment Outlook And Positioning (Apr 3, 2020)

SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include:

  • The coronavirus sieged the world in the first quarter of 2020.
  • The longest bull market in history entered bear market territory in a matter of weeks.
  • More than 80% of Americans are staying home, with numerous other countries following strict stay-at-home orders, all of which are sending shockwaves throughout the economy.
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Coronavirus Updates Relative To Your Investments (Feb 26, 2020)

The outbreak of the coronavirus is gripping the world. It has infected more than 80,000, has killed more than 2,700 and is directly impacting the daily lives of millions of people. It simply is the top headline around the globe. The potential future effects of the virus sent shockwaves through the financial markets this week, with stocks falling several percentage points in a matter of days. We feel it’s important to address this number one topic and the potential impacts to your portfolio.

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2019: A Year To Celebrate For Investors (Jan 2, 2020)

2019 was a year to celebrate for investors, despite negative headlines about trade wars and slowing global growth. We discuss our thoughts on what supported stellar investment market performance in 2019 and trends that might carry over into 2020.

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A Volatile Third Quarter (Oct 8, 2019)

– The third quarter was volatile with new highs reached, extreme sell offs and recoveries.

– 30-year Treasury yields hit record lows, pushing bond prices higher.

– An impeachment inquiry against President Trump has begun.

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Structured or Market-Linked CDs During Volatility (Jul 9, 2019)

Ever since the 2008 financial crisis, investors have been increasingly attracted to structured CDs (also known as market-linked CDs), lured by the concept that they’ll enjoy market upside potential, without the risks associated with being invested in the stock market. This makes them a particularly attractive proposition for investors during times of market volatility.

We’ve certainly noticed an uptick in interest since the markets entered an incredibly volatile period late last year. However, we thought it prudent to review why structured or market-linked CDs could in fact be detrimental during such periods of volatility.

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An Impressive First Half Of 2019 (Jul 3, 2019)

SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include:

– Stocks posted the best first half of the year since 1997.

– The S&P 500 climbed to new record highs.

– Interest Rates plummeted and bond prices soared as the Fed hinted at lowering the federal funds rate.

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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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