NEWS & INSIGHTS
Whether you’re working or retired, if you’re like most people, one of your primary goals is to enjoy more vacation time and travel. Time away allows you to relax and recharge your batteries, as well as explore and...
Learning about money as a resource for life achievement is a critical aspect of your child’s development. You can encourage financially savvy kids through age-appropriate activities and responsibilities that focus on...
As the long, hazy days of summer stretch ahead, it can prove challenging to find fun summer activities for your kids and yourself that keep everyone happy and occupied without breaking the bank. SageVest Wealth...
Washington DC residents have long been underserved and underrepresented. While we don’t have any updates on representation, SageVest Wealth Management does have good news about college saving options for DC residents,...
Jennifer Myers, CFP ® established SageVest Wealth Management in May 2007, to provide high quality, customized, and comprehensive investment management and financial planning services to individuals, families, and...
The stock market’s rally during President Trump’s first 100 days in office has been impressive, with post-election performance surpassed only by the stock market surge following President Kennedy’s election. As...
Congratulations if your child, grandchild, or other family member is about to graduate from college! Attaining a degree is an accomplishment worthy of celebration. It’s also a time for your grad to transition into...
The notion of retirement is both alluring and complex. It’s the period in your life when you want to enjoy yourself, in good health, with the resources available to fulfill a variety of life ambitions. Today, your...
Most employers offer group life and disability insurance coverage. While this is an important benefit for employees, it doesn’t mean that you’re adequately covered. In fact, if that’s all the coverage you have, you...
The cost of healthcare is a common concern for most Americans. For retirees, it’s often their number one financial priority. A combination of quickly rising health insurance costs and the potential for increased...
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