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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Jennifer Myers Recognized As A Five Star Wealth Manager (Dec 11, 2019)

At SageVest Wealth Management, the financial success of our clients is our number one priority. Our repeatedly recognized investment management and financial planning services are personalized to reflect your specific needs, as an individual, a family, or business owner. We place great importance on establishing a relationship with you, our client, always placing your best interests at the forefront of our recommendations.

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Washingtonian Top Wealth Advisor 2019 (Nov 25, 2019)

We are honored to announce that Jennifer Myers was recently recognized by Washingtonian Magazine as a Top Wealth Advisor for 2019. This is the fifth time Jennifer has been recognized by the Washingtonian for her wealth management initiatives.

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2019 Year-End Tax Planning Tips (Nov 18, 2019)

SageVest Wealth Management works proactively throughout the year to advise clients how taxes may impact your wealth strategies and broader financial considerations. As the year draws to a close, we focus our attention on year-end tax planning, with a reminder that some tax strategies have recently changed as a result of tax reforms.

Please contact us before December 10 to discuss any of the opportunities below. This allows adequate time for planning and implementation of appropriate tax-planning strategies.

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NoVA Top Financial Professional Award (2019) (Aug 27, 2019)

Did you know that, of the highest-income counties in the US, five of the top 25 are located right here in Northern Virginia? They are: Loudon, Fairfax, Arlington, Prince William, and Stafford counties. Maryland also boasts an additional five high-income counties [1].

SageVest Wealth Management is proud to serve each of our clients throughout the NoVA, MD and DC area, as well as nationwide. SageVest is headed by Jennifer Myers, recent recipient of a NoVA Top Financial Professional Award.

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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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Top 10 Travel Tips (Mar 11, 2019)

As the days lengthen and the temperatures slowly rise, you may be thinking about your next summer getaway. Travel costs are likely to increase in 2019 for a number of reasons, including increasing oil prices and overall inflation pressures. This makes it more important than ever to make the most of your travel budget! SageVest Wealth Management’s top 10 travel tips will help save you time, stress, and money. 

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