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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Maximize Your Self-Employed Retirement Savings (Nov 29, 2016)

If you’re self-employed, you could be facing deadlines for important decisions about establishing a retirement account before year-end.

One of the most valuable self-employed savings vehicles, whether you’re a sole proprietor or more formally established, is a solo 401(K), also known as an individual 401(K). This powerful retirement savings account allows flexibility and significant tax deferral opportunity, far greater than traditional 401(K) accounts. If this account is right for you, you can defer contributions until your tax filing, but the deadline to establish an account for the current tax year is December 31st.

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