The American Rescue Plan, also called the COVID-19 Stimulus Package, was signed into law on March 11, 2021 and includes a total of $1.9 trillion of assistance. The American Rescue Plan includes assistance for state and...
NEWS & INSIGHTS
Advisory HQ Best Wealth Management Firm 2020-21
SageVest Wealth Management is honored to announce that our company has been recognized by AdvisoryHQ as one of the Best Wealth Management Firms in DC, Maryland, and Virginia for 2020-21. Advisory HQ is a global news...
2020 Fourth Quarter Commentary
The coronavirus global pandemic besieged the world in 2020, impacting the health of individuals, businesses and the economy. The S&P 500 and Dow Jones Industrial Average reached new all-time highs by year-end,...
Washingtonian Top Financial Advisor 2021
SageVest Wealth Management is proud to announce that Jennifer Myers has been recognized by Washingtonian Magazine as a Top Financial Advisor for 2021. This is the sixth time Jennifer has been awarded this accolade...
What’s in the $900 Billion Consolidated Appropriations Act of 2021
A $900 billion pandemic relief bill was recently signed into law, just as several aid programs from the CARES Act were set to expire. This latest measure is the second-largest stimulus package ever after the $2...
2021 Financial Resolutions
This year, your New Year’s resolutions might be more cautious than in the past given the continuing Covid-19 pandemic, but now is still the perfect time to chart a path for your future health, finances and more. We...
Happy Holidays!
As we enter the holiday season of this unprecedented year, SageVest Wealth Management wishes you and your family peace and wellness. In keeping with our tradition of supporting the local community, SageVest has made a...
2020 Tax Planning
SageVest Wealth Management takes a proactive approach in all facets of our advice, including tax planning. Many individuals are facing income and tax changes in 2020, whether due to Covid-19 impacts on your earnings,...
Stock Highs, a Pandemic, and an Election: 2020 Third Quarter Commentary
The Dow Jones Industrial Average and S&P 500 index climbed to new highs in the third quarter. The economy and the investment markets remain divided, but with economic improvements. Risks do exist, especially as we...
Family Financial Tips During Covid-19
Parents are facing immeasurable challenges during Covid-19 as they juggle work, family, school, health and finances. Some families are finding that they’re saving money during Covid-19, but many are watching their...
SAGEVEST
WEALTH MANAGEMENT
Make a wise investment
in your future today.