5 Key Considerations On The Bull Market’s Ninth Anniversary (Mar 9, 2018)

It’s time to wish a joyous ‘Happy Birthday’ to the second longest bull market in history! March 9, 2018, marks nine years of prosperity for the stock markets, following the depths of the Great Recession in 2008. If you’ve been invested in stocks over the past nine years, you have prospered, gaining greater wealth potential.

As we enter the 10th year of a bull market, now’s a critical time to ask yourself some key investment questions. SageVest Wealth Management offers 5 key considerations on the bull market’s ninth anniversary, to ensure your portfolio continues to flourish, while also protecting yourself against the inevitable market correction.

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How To Invest At Market Highs Now The Dow’s Above 26,000 (Jan 26, 2018)

The Dow Jones Industrial Average recently crossed a record-breaking 26,000, with other indices also hitting record highs. If you’ve been invested in stocks, you’re likely celebrating and considering if it’s time to take some profits through diligent rebalancing. Conversely, if you’re sitting on cash balances, you may be facing the difficult decision of whether now’s a good time to dive into the markets or whether you should stay on the cash sidelines. While the answer’s different for everyone, SageVest Wealth Management offers some advice on how to invest at market highs now the Dow’s above 26,000.

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Investment Thoughts As We Enter 2018 (Jan 4, 2018)

The SageVest Wealth Management quarterly commentary is now available for year-end 2017. Highlights include:

– 2017 brought prosperity to investors, thanks to continued new stock market highs and low volatility.

– Expectations of tax reform supported growth, and became a late-year Republican victory. The ultimate impacts will be seen in the months and years ahead.

– 2018 offers plenty of continued growth opportunity, with a worthy cautionary note that we’re in the second longest bull market ever, with elevated valuations.

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Headlines And Your Investments Before Year-End (Oct 5, 2017)

SageVest Wealth Management’s quarterly commentary for the third quarter of 2017 is now available. Highlights include:

— It was a summer of fast-flying headlines, tweets and, sadly missiles, raising tensions and controversy.

— Fortunately, investment markets remained relatively immune to the news cycle, continuing to set new highs, and rewarding stock investors in the process.

— While the world is not devoid of risk, there are plenty of positive market attributes to celebrate as we head into year-end.

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5 Reasons To Stay Invested In Stocks At Market Highs (Jul 26, 2017)

The stock market’s been on a tear recently, setting new all-time records, despite a plethora of unsettling headlines about the Donald Trump Presidency, global trade tensions, the North Korean crisis, and more. Like many people, you might be questioning whether to stay invested in the stock market, or sell in preparation for a market downturn.

Market anxiety can be universal at any age, but it often peaks if you’re nearing, or are already in, retirement, when the stakes are higher to protect your nest egg. Whether you’re approaching retirement, a retiree already, or are simply questioning your investment strategy, here are five reasons to stay invested in the stock market, even at market highs.

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Preparing To Celebrate 100 Months Of A Bull Market (Jul 6, 2017)

SageVest Wealth Management recently released our quarterly commentary for the second quarter of 2017. Highlights are as follows:

– The first half of the year marks one of the strongest upturns in stocks in recent history.

– Several market drivers are supporting returns, giving rise to optimism looking forward.

– Central bank actions are one notable cautionary point on the horizon, with little historical reference for consideration or predictions.

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How To Invest During A Trump Presidency, Post 100 Days (May 10, 2017)

The stock market’s rally during President Trump’s first 100 days in office has been impressive, with post-election performance surpassed only by the stock market surge following President Kennedy’s election.

As President Trump enters the next phase of his presidency, however, questions abound about the future of investments, the economy, and the country under the not-so-new administration. SageVest Wealth Management offers our thoughts on portfolio positioning under Trump, sector winners and losers, and how investors should expect the unexpected.

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Investment Outlook, Given Politics And Interest Rates (Apr 6, 2017)

SageVest Wealth Management recently released our quarterly commentary for year-end 2016. Highlights are as follows:

– The first quarter set new market highs in the Dow Jones Industrial Average and S&P 500 indices.

– While the markets remain strong, warning signs could be emerging, including political discord, rising rates and high valuation levels.

– Investors are encouraged to be mindful of risk exposure in pursuit of their desires to both grow and preserve.

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The Pros And Cons Of Target-Date Funds (Mar 31, 2017)

Target-date funds have made investing easier over the past few decades, offering investors a one-stop investment solution. Also known as life-cycle or age-based funds, they comprise of a mix of holdings that alter over time, based upon a specific target date.

Such funds have allowed many individuals to gain confidence investing beyond cash and CDs. This is a positive step forward, and there are certainly merits to using target-date funds in a number of situations. However, there are also indicators that a savvy investor should be cognizant of in advance.

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A Potentially Inflationary Era Ahead (Feb 2, 2017)

President Trump has hit the ground running since his inauguration, with a flurry of executive activity on many different fronts. While it’s early in the new administration to start making forecasts, a number of key strategies aimed at boosting the economy also suggest that a potentially inflationary environment could be ahead.

A healthy growing economy would be a positive step forward for the US. Furthermore, some additional level of inflation could be a welcome event after years of relative stagnation. However, potential signs of inflation always deserve some advance consideration, both within your investments and within your personal finances.

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