Jennifer Myers Recognized As A Five Star Wealth Manager 2020 (Sep 30, 2020)

Jennifer Myers is dedicated to helping clients fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies. She maintains close working relationships with clients to ensure that investment portfolios and broader financial objectives remain appropriately aligned.

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Investment Actions During COVID-19 (Jul 24, 2020)

Hopefully you’ve heard the adage of “buy low, sell high.” With segments of the stock market experiencing significant recoveries, this is an important concept in terms of your investment strategy. We explore what we’ve been doing as part of our disciplined investment management process and considerations at a broader level.

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The 2020 Investment Rollercoaster Ride (Jul 13, 2020)

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

  • Stocks stage the strongest recovery in more than 20 years.
  • The U.S. and countries around the world have largely reopened for business, still with massive unemployment remaining.
  • The world and the financial markets wait to see the impacts of the virus as social and business activity resumes.
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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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