Diversify Your Portfolio But Not Your Investment Advice (Oct 25, 2018)

The saying “Don’t put all your eggs in one basket” is prudent advice when it comes to your assets. A diversified portfolio reduces the risk of loss and maximizes protections under programs like FDIC (Federal Deposit Insurance Corporation) insurance for bank accounts.

However, when it comes to diversifying advisors, there are distinct disadvantages, including conflicting advice, additional fees, and skewed asset allocations. Jennifer Myers explains why it’s better to work with a single trusted advisor in US News And World Report’s recent article, “Should Investors Diversify Providers?

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20 Important Questions To Ask A Financial Advisor (Jun 18, 2018)

There’s a lot to at stake when you’re interviewing a financial advisor to guide your wealth decisions and help you achieve financial security. You want someone who possesses the knowledge, experience and qualifications you need, at a price that’s reasonable, and with a dialogue that’s meaningful to you. SageVest Wealth Management offers 20 important questions to ask a financial advisor across four key categories, to help you make the best choice.

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Automated Investment Tools: No Match For Human Advisors (Mar 22, 2016)

Our lives are increasingly governed by technology. Its reach spans every aspect of our daily lives, both professional and personal. This includes our finances.

For young adults, adept with technology, with often simplistic financial planning requirements, and generally without the assets to meet financial advisor minimums, online investment tools may fulfill their needs – at least for the present. For many other people, however, these so-called ‘robo-advisors’ have considerable limitations. SageVest Wealth Management’s Jennifer Myers was recently featured on NPR’s Marketplace, discussing the importance of the human aspect of financial and investment advice as part of a true wealth management approach.

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