Stock markets rounded out a third consecutive year of impressive gains. Inflation reached levels not seen in decades, increasing prices for businesses and consumers. The pandemic lingers on, now including the current...
NEWS & INSIGHTS
Happy Holidays 2021
SageVest Wealth Management wishes you and your loved ones a holiday season filled with peace, joy, and wellness. In keeping with our tradition of supporting the local community, SageVest has made a donation to the...
The Benefits of a Solo 401(k)
As true wealth managers, we are always looking for potential strategies to help our clients with their current objectives as well as their long-term goals. One of the many areas that we help with is year-end tax...
Planning for the Unexpected with Your Pets
What if sudden, unexpected circumstances beyond your control were to prevent you from caring for your pet? You could be in a car accident, have a health emergency or pass away. The caretaking need could be temporary...
Estate Planning for Your Pets
Our pets bring a great deal of unconditional love and friendship into our lives. Many people view their pets as members of the family. What would happen to your pet in the event of your death or incapacity? Our pets...
Embracing PayPal and Venmo
Chances are, if you order online, you’ve noticed the option to pay by credit card or PayPal. But digital payment apps like PayPal and Venmo have also become commonplace in everyday transactions outside of online...
Career Changes? Don’t Forget Your Old Retirement Plans
As you transition between employers throughout your working career, make sure that you don’t leave a trail of former employers’ retirement plans in your wake. Losing track of old plans is a legitimate concern, and it...
Market Volatility Emerges in 2021: Third Quarter Commentary
The stock market’s strong pandemic recovery hit a speed bump in the third quarter. Market volatility spiked in September largely due to concerns about China and inflation outlooks. Growth is still occurring, giving...
Key Financial Advice for Children
As a child, you probably heard the saying “money doesn’t grow on trees.” If it was said in response to your request for a new toy or the latest pair of shoes, you understood it to mean that you can’t always afford what...
Why Every Student Should Submit a FAFSA
The US Department of Education awards more than $120 billion in financial aid each year [1] to students who submit a FAFSA – Free Application for Federal Student Aid. Eligibility for Federal student aid is a complex...
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