NEWS & INSIGHTS
The tax year 2025 is poised to be a pivotal one, primarily because many provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 are set to expire. On top of that, the Trump administration has its own ideas. A core...
If your current job security or satisfaction is in question, you may be considering whether retirement is an option. To determine whether you are financially able to retire, you need to thoroughly and accurately...
The current political landscape has federal employees, contractors, and many others facing job uncertainty or loss. If you are in this situation, now is the time to assess your financial health. In addition to...
A lot of fast-paced changes have occurred since President Trump took office, such as tariffs recently taking effect. While politics have historically played a small role in investment performance, some investors are...
SageVest Wealth Management is proud to announce that Jennifer Myers, CFP®, has been recognized by Washingtonian Magazine as a Top Financial Advisor for 2025. This is the ninth time Jennifer has received this...
The S&P 500 posted a second year of returns in excess of 20%. U.S. stocks rallied throughout the year, ending in double-digit returns, despite worries about an election year. CPI inflation figures dipped into the...
Most people think of retirement as a period when you live comfortably, with the time, money, and other resources available to enjoy a fulfilling lifestyle. To achieve these retirement goals, you need to plan ahead...
As year-end approaches, it’s a good time to ensure you’re positioned to maximize your financial benefits and tax opportunities. This frequently requires taking action before year-end. We’ve compiled a list of top...
As year-end and the holidays approach, many people are eager to make monetary donations. While it’s always been essential to research any charity prior to donating, the profusion of online donation platforms, such as...
SageVest Wealth Management is proud to announce that Jennifer Myers and Dan Serra have received the Five Star Wealth Manager Award for the Washington, DC area for 2024. This is Jennifer’s eleventh and Dan’s fourth time...
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