Reversing Your 2020 RMD – August Deadline Looming (Aug 4, 2020)

The CARES Act implemented several measures to help Americans during coronavirus, including the ability to skip taking taxable Required Minimum Distributions (RMDs) for tax year 2020. However, the Act went into effect on March 27, 2020, after many people had already taken their 2020 RMDs earlier in the year. The IRS has since issued guidance allowing individuals to reverse their RMDs if completed by August 31, 2020.

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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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Returning to Work During Covid-19: Your Finances Versus Your Health (May 27, 2020)

As all 50 states begin to reopen during COVID-19, millions of people in the workforce face a new dilemma. Are they ready to return to work, balancing their finances and their health? If you’re able to work from home then your decision is easy, but not everyone is as fortunate. Before deciding whether to head back to the office, take early retirement, or resign, consider the following key factors to assess your physical and financial health.

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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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Refinancing Your Mortgage During COVID-19 (Apr 15, 2020)

It’s hard to find much good news during the coronavirus, but refinancing your mortgage during COVID-19 could help you save money long-term. Interest rates have plummeted, taking mortgage rates along with them. As a result, it might be advantageous to compare your existing mortgage to current rates to determine if refinancing your mortgage would be a smart financial move. We discuss the main points you should consider, during all times, as well as during COVID-19.

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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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How To Manage Financially During The Coronavirus (Mar 30, 2020)

The coronavirus has dramatically disrupted our economy and society in a matter of a few short weeks. While it’s hard to find something positive in all of the tragic headlines, we think it’s important to recognize that public and private sectors have put forth a massive level of support in a very short time. More assistance is likely on the way, but here’s what you need to know now if you’re affected by the coronavirus (COVID-19), whether you’re an employee, an employer or retired.

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Tips For Helping Others During The Coronavirus (Mar 30, 2020)

Millions of people around the world are being affected by the coronavirus, medically, financially, and emotionally. For anyone in a strong and stable life situation, this is an opportune time to evaluate how you can help others. While the list of philanthropic options is endless, we offer a few suggestions to consider.

 

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