Wealth brings with it a multitude of opportunities. For many clients, this includes the ability to give back. SageVest Wealth Management always recommends researching a charity carefully before making a donation, and especially when adding it to your longer term philanthropic plans. Research helps ensure that your gift is used in a meaningful and impactful way. Here’s a quick list of questions to consider when researching a charity.Read More
The recent Tax Cut and Jobs Act was the biggest overhaul of US tax legislation in decades. SageVest Wealth Management has been proactive in advising you on how the sweeping tax reforms may impact your investments and your wealth. We’ve focused on both the intended and unintended consequences to individuals, families, and businesses. Here, we provide some insights on tax reform and charitable giving, including strategies to maximize the value of your future charitable giving.Read More
For many people, one of the greatest joys that wealth can bring is the opportunity to give to a charitable cause that reflects your personal values, individual beliefs, or life experiences.
In support of your giving goals, here’s a quick list of tips to enhance the value of your charitable gifts, both during the upcoming giving season and throughout the year.Read More
Giving Sagely – An Occasional Series from SageVest Wealth Management Highlighting Charitable Causes
Henry Wadsworth Longfellow said: “The life of a man consists not in seeing visions and in dreaming dreams, but in active charity and in willing service.”
But what happens when you combine “dreaming dreams” with “active charity”? The answer is: World Champions!Read More